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2022-08-16

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17:24","market":"us","language":"en","title":"Did Warren Buffett Really Lose Almost $44 Billion in 3 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259015474","media":"Motley Fool","summary":"The Oracle of Omaha's company reported an eye-popping second-quarter loss -- but not all is what it seems.","content":"<html><head></head><body><p>It&#39;s been an &#34;interesting&#34; year on Wall Street. I say interesting with quotes because we&#39;ve witnessed some truly unprecedented economic data and headlines. In no particular order, we&#39;ve:</p><ul><li>Watched the U.S. inflation rate soar to levels not seen since the early days of the Reagan administration.</li><li>Seen Russia&#39;s invasion of Ukraine cripple an already fragile energy supply chain.</li><li>Borne witness to back-to-back quarters of U.S. gross domestic product declines that hasn&#39;t officially been labeled as a recession.</li><li>Witnessed the Federal Reserve begin a monetary tightening cycle with the stock market in a notable decline.</li></ul><p>As if this wasn&#39;t enough, Wall Street was graced with an eye-popping headline following the release of <b>Berkshire Hathaway</b>&#39;s (BRK.A 1.66%) (BRK.B 1.71%) earnings report on Aug. 6, 2022. In the three months ended June 30, 2022, Berkshire Hathaway lost -- and I hope you&#39;re sitting down for this -- $43.76 billion dollars.</p><p>How on Earth did Berkshire CEO Warren Buffett, one of the greatest investors of our generation, manage to lose almost $44 billion in three months&#39; time? Let me spoil it for you: All is not what it seems in Berkshire&#39;s quarterly earnings report.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F695508%2Fwarren-buffett-motley-fool6-brka-brkb-berkshire.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</p><h2>Berkshire Hathaway&#39;s historic quarterly loss isn&#39;t what it seems</h2><p>Back in 2016, the Financial Accounting Standards Board passed new measures aimed at making corporate income statements, and generally accepted accounting principles (GAAP) reporting, more transparent for investors. One of these measures, ASU 2016-01 (&#34;Recognition and Measurement of Financial Assets and Financial Liabilities&#34;), eliminated the need to classify various categories of equity investments and, instead, required that equity investments be measured at fair value. This meant that changes in equity investments from one quarter to the next would be recognized as net income, or a net loss. Berkshire Hathaway officially adopted this accounting change in its reporting beginning in 2018.</p><p>In simpler terms, the closing price of Warren Buffett&#39;s investments on March 31, 2022 represented their fair value at the end of the first quarter. Comparably, the closing price of securities on June 30, 2022 represented their fair value at the end of the second quarter. In addition to counting the realized gains and losses recognized by selling stocks, ASU 2016-01 requires Buffett&#39;s company to recognize the unrealized gains and losses as a result of share price movements in its investment portfolio from one quarter to the next.</p><p>During the second quarter, the three major U.S. stock indexes were pummeled. The timeless <b>Dow Jones Industrial Average</b>, broad-based <b>S&amp;P 500</b>, and tech-centric <b>Nasdaq Composite</b> respectively plunged by 11.3%, 16.5%, and 22.4% in a three-month stretch. Not surprisingly, Berkshire Hathaway&#39;s investment portfolio took it on the chin as well. This resulted in a staggering &#34;loss&#34; of $66.9 billion from investments and derivative contracts in just three months, and the aforementioned net loss of almost $44 billion for the second quarter.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F695508%2Finvestor-looking-at-financials-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Warren Buffett&#39;s company is as strong as ever</h2><p>Did Warren Buffett lose close to $44 billion in three months? On paper, and based on financial requirements, yes. But when looking at what counts, this was another successful quarter for the Oracle of Omaha and his company.</p><p>To begin with, Warren Buffett and his investing lieutenants, Todd Combs and Ted Weschler, aren&#39;t traders. While they might chase the rare arbitrage play or high-yielding stock in an inflationary environment, most of Berkshire Hathaway&#39;s more than four dozen holdings are longer-term investments. In fact, the Oracle of Omaha has continuously held 15 stocks for at least a decade. Stocks are always going to ebb and flow, which makes unrealized gains and losses something of a moot point in Berkshire Hathaway&#39;s quarterly operating results.</p><p>A far better measure of Warren Buffett&#39;s success as an investor can be found in his annual letter to shareholders. In that letter, investors can see that Berkshire Hathaway&#39;s Class A shares (BRK.A) have averaged a 20.1% annual return since the Oracle of Omaha became CEO in 1965. Imagine averaging a 20.1% annual return for 57 years!</p><p>To add, &#34;unrealized losses&#34; is simply another phrase that means opportunity for Warren Buffett. A declining stock market provides the Oracle of Omaha and his investing team with the opportunity to deploy their mammoth cash pile into stocks, acquisitions, or even share buybacks. The plunging stock market during the second quarter allowed Buffett to buy $57.3 billion worth of equity securities, as well as $1 billion worth of the company&#39;s Class A and B common stock. Buffett and his right-hand man Charlie Munger have overseen $62.1 billion in aggregate stock buybacks since July 2018.</p><p>Another thing for investors to note is that Berkshire Hathaway&#39;s over five dozen owned entities performed extremely well during the challenging second quarter (Q2). Total insurance earnings hit $3 billion, which was up from $1.9 billion in Q2 2021, while railroad BNSF saw its quarterly profit rise to $2.15 billion from $1.98 billion in the prior-year quarter. All told, Berkshire Hathaway&#39;s operating businesses increased their net income to $10 billion in Q2 2022 from $8.6 billion in the prior-year period.</p><p>Sure, Warren Buffett oversaw a nearly $44 billion &#34;loss&#34; in the second quarter. However, his company is as strong as it&#39;s ever been.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Warren Buffett Really Lose Almost $44 Billion in 3 Months?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDid Warren Buffett Really Lose Almost $44 Billion in 3 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 17:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BK4097":"系统软件","BK4534":"瑞士信贷持仓","BK4538":"云计算","BK4581":"高盛持仓","BK4176":"多领域控股","BK4528":"SaaS概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4516":"特朗普概念","ORCL":"甲骨文","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259015474","content_text":"It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U.S. inflation rate soar to levels not seen since the early days of the Reagan administration.Seen Russia's invasion of Ukraine cripple an already fragile energy supply chain.Borne witness to back-to-back quarters of U.S. gross domestic product declines that hasn't officially been labeled as a recession.Witnessed the Federal Reserve begin a monetary tightening cycle with the stock market in a notable decline.As if this wasn't enough, Wall Street was graced with an eye-popping headline following the release of Berkshire Hathaway's (BRK.A 1.66%) (BRK.B 1.71%) earnings report on Aug. 6, 2022. In the three months ended June 30, 2022, Berkshire Hathaway lost -- and I hope you're sitting down for this -- $43.76 billion dollars.How on Earth did Berkshire CEO Warren Buffett, one of the greatest investors of our generation, manage to lose almost $44 billion in three months' time? Let me spoil it for you: All is not what it seems in Berkshire's quarterly earnings report.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Berkshire Hathaway's historic quarterly loss isn't what it seemsBack in 2016, the Financial Accounting Standards Board passed new measures aimed at making corporate income statements, and generally accepted accounting principles (GAAP) reporting, more transparent for investors. One of these measures, ASU 2016-01 (\"Recognition and Measurement of Financial Assets and Financial Liabilities\"), eliminated the need to classify various categories of equity investments and, instead, required that equity investments be measured at fair value. This meant that changes in equity investments from one quarter to the next would be recognized as net income, or a net loss. Berkshire Hathaway officially adopted this accounting change in its reporting beginning in 2018.In simpler terms, the closing price of Warren Buffett's investments on March 31, 2022 represented their fair value at the end of the first quarter. Comparably, the closing price of securities on June 30, 2022 represented their fair value at the end of the second quarter. In addition to counting the realized gains and losses recognized by selling stocks, ASU 2016-01 requires Buffett's company to recognize the unrealized gains and losses as a result of share price movements in its investment portfolio from one quarter to the next.During the second quarter, the three major U.S. stock indexes were pummeled. The timeless Dow Jones Industrial Average, broad-based S&P 500, and tech-centric Nasdaq Composite respectively plunged by 11.3%, 16.5%, and 22.4% in a three-month stretch. Not surprisingly, Berkshire Hathaway's investment portfolio took it on the chin as well. This resulted in a staggering \"loss\" of $66.9 billion from investments and derivative contracts in just three months, and the aforementioned net loss of almost $44 billion for the second quarter.Image source: Getty Images.Warren Buffett's company is as strong as everDid Warren Buffett lose close to $44 billion in three months? On paper, and based on financial requirements, yes. But when looking at what counts, this was another successful quarter for the Oracle of Omaha and his company.To begin with, Warren Buffett and his investing lieutenants, Todd Combs and Ted Weschler, aren't traders. While they might chase the rare arbitrage play or high-yielding stock in an inflationary environment, most of Berkshire Hathaway's more than four dozen holdings are longer-term investments. In fact, the Oracle of Omaha has continuously held 15 stocks for at least a decade. Stocks are always going to ebb and flow, which makes unrealized gains and losses something of a moot point in Berkshire Hathaway's quarterly operating results.A far better measure of Warren Buffett's success as an investor can be found in his annual letter to shareholders. In that letter, investors can see that Berkshire Hathaway's Class A shares (BRK.A) have averaged a 20.1% annual return since the Oracle of Omaha became CEO in 1965. Imagine averaging a 20.1% annual return for 57 years!To add, \"unrealized losses\" is simply another phrase that means opportunity for Warren Buffett. A declining stock market provides the Oracle of Omaha and his investing team with the opportunity to deploy their mammoth cash pile into stocks, acquisitions, or even share buybacks. The plunging stock market during the second quarter allowed Buffett to buy $57.3 billion worth of equity securities, as well as $1 billion worth of the company's Class A and B common stock. Buffett and his right-hand man Charlie Munger have overseen $62.1 billion in aggregate stock buybacks since July 2018.Another thing for investors to note is that Berkshire Hathaway's over five dozen owned entities performed extremely well during the challenging second quarter (Q2). Total insurance earnings hit $3 billion, which was up from $1.9 billion in Q2 2021, while railroad BNSF saw its quarterly profit rise to $2.15 billion from $1.98 billion in the prior-year quarter. All told, Berkshire Hathaway's operating businesses increased their net income to $10 billion in Q2 2022 from $8.6 billion in the prior-year period.Sure, Warren Buffett oversaw a nearly $44 billion \"loss\" in the second quarter. However, his company is as strong as it's ever been.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999174244,"gmtCreate":1660515694593,"gmtModify":1676533481008,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999174244","repostId":"1110057750","repostType":4,"repost":{"id":"1110057750","kind":"news","pubTimestamp":1660446286,"share":"https://ttm.financial/m/news/1110057750?lang=&edition=fundamental","pubTime":"2022-08-14 11:04","market":"us","language":"en","title":"Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger","url":"https://stock-news.laohu8.com/highlight/detail?id=1110057750","media":"seekingalpha","summary":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to fo","content":"<html><head></head><body><p>Summary</p><ul><li>I explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank&#39;s CEO, Masayoshi Son.</li><li>Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.</li><li>Investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved.</li><li>Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.</li><li>The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</li></ul><p>Introduction &amp; Thesis</p><p>On March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son&#39;s plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank&#39;s businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company&#39;s shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:</p><p><img src=\"https://static.tigerbbs.com/96b0ceefb3d3bed3af27a07fdd9d3a81\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).</p><p>As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China&#39;s GDP growth slowdown and housing crisis). The pressure on BABA&#39;s quotes is likely to continue due to these two factors, and Softbank&#39;s sale of forward contracts for such a large amount may add to the headwinds for shareholders.</p><p>Masayoshi Son vs. Charlie Munger</p><p>One of the most frequently cited arguments for buying BABA after its phenomenal &gt;50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).</p><p>In my subjective opinion, a 50% reduction of BABA&#39;s position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger&#39;s capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.</p><p>Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):</p><blockquote>When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: &#34;<i>We don’t invest in kleptocracies.</i>&#34; One investor famously declared after the market’s meltdown in 1998: &#34;I’d rather eat nuclear waste than invest in Russia.&#34;</blockquote><blockquote>[Source]</blockquote><p>If you have been buying BABA solely on Munger&#39;s moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:</p><p><img src=\"https://static.tigerbbs.com/f172b8f0ac1e4673cf5741f21754470d\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><b>Important note:</b>the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.</p><p>I think the risks of investing in the Chinese market are becoming more evident every year. While the country&#39;s GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country&#39;s overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).</p><blockquote>As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.</blockquote><blockquote>The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China&#39;s population down to 587 million in 2100, less than half of what it is today.</blockquote><blockquote>[Source]</blockquote><p>The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.</p><p>Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.</p><p>Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China&#39;s tech sector.</p><blockquote>&#34;I strongly believe that China&#39;s AI technology and business model will continue to innovate,&#34; Son said in a news conference. &#34;However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.&#34;</blockquote><blockquote>[Source]</blockquote><p>A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.</p><p>This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.</p><p>The company&#39;s financial profile doesn&#39;t help</p><p>The low multiples that made BABA&#39;s stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:</p><p><img src=\"https://static.tigerbbs.com/a100fa0a41ade258d26db19f27c2313b\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.</p><p><img src=\"https://static.tigerbbs.com/ceb0944814657934f262b18db7db4ec2\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha&#39;s factor grade system changed the valuation metric in a negative direction for the company:</p><p>Readers will rightly wonder why the &#34;Profitability&#34; criterion is still rated &#34;A+&#34; against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company&#39;s cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:</p><p><img src=\"https://static.tigerbbs.com/9f0ad942e9b19cfbee3de08d1b1b2009\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/98d0b575ede1cd3f09a1e124dd313777\" tg-width=\"360\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/>Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:</p><p><img src=\"https://static.tigerbbs.com/e33ef5864117b63096db2166e004e764\" tg-width=\"594\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.</p><p>Of course, I could be wrong and the listing of BABA&#39;s shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it&#39;s not entirely clear what U.S. investors with their ADRs will actually get out of it.</p><p>From this, I conclude that investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Follow Masayoshi Son, Not Charlie Munger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1110057750","content_text":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.Investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved.Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.Introduction & ThesisOn March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son's plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank's businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company's shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China's GDP growth slowdown and housing crisis). The pressure on BABA's quotes is likely to continue due to these two factors, and Softbank's sale of forward contracts for such a large amount may add to the headwinds for shareholders.Masayoshi Son vs. Charlie MungerOne of the most frequently cited arguments for buying BABA after its phenomenal >50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).In my subjective opinion, a 50% reduction of BABA's position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger's capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: \"We don’t invest in kleptocracies.\" One investor famously declared after the market’s meltdown in 1998: \"I’d rather eat nuclear waste than invest in Russia.\"[Source]If you have been buying BABA solely on Munger's moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:Important note:the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.I think the risks of investing in the Chinese market are becoming more evident every year. While the country's GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country's overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China's population down to 587 million in 2100, less than half of what it is today.[Source]The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China's tech sector.\"I strongly believe that China's AI technology and business model will continue to innovate,\" Son said in a news conference. \"However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.\"[Source]A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.The company's financial profile doesn't helpThe low multiples that made BABA's stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha's factor grade system changed the valuation metric in a negative direction for the company:Readers will rightly wonder why the \"Profitability\" criterion is still rated \"A+\" against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company's cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.Of course, I could be wrong and the listing of BABA's shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it's not entirely clear what U.S. investors with their ADRs will actually get out of it.From this, I conclude that investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999066976,"gmtCreate":1660441477197,"gmtModify":1676533470579,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999066976","repostId":"2259349706","repostType":4,"repost":{"id":"2259349706","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660440324,"share":"https://ttm.financial/m/news/2259349706?lang=&edition=fundamental","pubTime":"2022-08-14 09:25","market":"us","language":"en","title":"Inflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259349706","media":"Dow Jones","summary":"Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades hav","content":"<html><head></head><body><p>Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.</p><p>The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average  to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.</p><p>For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index  advanced 13%, while the Russell 1000 Value Index  gained 9.5%, according  to Dow Jones Market data. Cathie Wood&#39;s tech-heavy <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett&#39;s Berkshire Hathaway (BRKA) shares for the same period.</p><p>Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. &#34;In the case of the Fed&#39;s current goal, markets are starting to believe in the possibility of a soft landing,&#34; Young wrote in a Thursday note.</p><p>However, that&#39;s not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund <a href=\"https://laohu8.com/S/IVOL\">$(IVOL)$</a>. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond.  &#34;It&#39;s a substantial inversion,&#34; Davis noted. &#34;It&#39;s really the market pricing the low- growth kind of bad scenario.&#34;</p><p>Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.</p><p>A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That&#39;s compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.</p><h2>A diversified portfolio?</h2><p>Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.</p><p>&#34;In most market environments, it&#39;s helpful to have broad and balanced exposure,&#34; said Brian Storey, senior portfolio manager at Brinker Capital Investments.</p><p>Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that&#39;s a little more conservative, Storey encourages them to look outside of equity markets. &#34;Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,&#34; Storey said.</p><p>&#34;Given that there doesn&#39;t seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,&#34; Storey said.</p><h2>Growth vs. Value Stocks</h2><p>Still, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.</p><p>The 10-year Treasury  advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.</p><p>&#34;I think now that we&#39;re gonna see treasury yields a little bit more range bound,&#34; said Storey. &#34;So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.&#34;</p><p>Even if the stock rally continues, &#34;I don&#39;t think that people are going to be going back to the same kind of leadership names,&#34; said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some &#34;unprofitable technology companies,&#34; the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.</p><p>&#34;You just can&#39;t put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,&#34; Hoedt said. &#34;And the fact that we&#39;re in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.&#34;</p><h2>More rate hikes</h2><p>Next week, investors will be focused on initial jobless claims data and existing home sales number.</p><p>Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.</p><p>&#34;There are a lot of hawkish expectations from the forward guidance,&#34; Quadratic&#39;s Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.</p><p>She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank&#39;s balance sheet as a monetary policy tool to fight inflation.</p><p>For the past week, the Dow added 2.9% to around 33,761.05. The S&amp;P 500  gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-14 09:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.</p><p>The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average  to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.</p><p>For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index  advanced 13%, while the Russell 1000 Value Index  gained 9.5%, according  to Dow Jones Market data. Cathie Wood&#39;s tech-heavy <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett&#39;s Berkshire Hathaway (BRKA) shares for the same period.</p><p>Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. &#34;In the case of the Fed&#39;s current goal, markets are starting to believe in the possibility of a soft landing,&#34; Young wrote in a Thursday note.</p><p>However, that&#39;s not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund <a href=\"https://laohu8.com/S/IVOL\">$(IVOL)$</a>. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond.  &#34;It&#39;s a substantial inversion,&#34; Davis noted. &#34;It&#39;s really the market pricing the low- growth kind of bad scenario.&#34;</p><p>Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.</p><p>A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That&#39;s compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.</p><h2>A diversified portfolio?</h2><p>Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.</p><p>&#34;In most market environments, it&#39;s helpful to have broad and balanced exposure,&#34; said Brian Storey, senior portfolio manager at Brinker Capital Investments.</p><p>Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that&#39;s a little more conservative, Storey encourages them to look outside of equity markets. &#34;Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,&#34; Storey said.</p><p>&#34;Given that there doesn&#39;t seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,&#34; Storey said.</p><h2>Growth vs. Value Stocks</h2><p>Still, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.</p><p>The 10-year Treasury  advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.</p><p>&#34;I think now that we&#39;re gonna see treasury yields a little bit more range bound,&#34; said Storey. &#34;So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.&#34;</p><p>Even if the stock rally continues, &#34;I don&#39;t think that people are going to be going back to the same kind of leadership names,&#34; said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some &#34;unprofitable technology companies,&#34; the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.</p><p>&#34;You just can&#39;t put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,&#34; Hoedt said. &#34;And the fact that we&#39;re in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.&#34;</p><h2>More rate hikes</h2><p>Next week, investors will be focused on initial jobless claims data and existing home sales number.</p><p>Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.</p><p>&#34;There are a lot of hawkish expectations from the forward guidance,&#34; Quadratic&#39;s Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.</p><p>She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank&#39;s balance sheet as a monetary policy tool to fight inflation.</p><p>For the past week, the Dow added 2.9% to around 33,761.05. The S&amp;P 500  gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4544":"ARK ETF合集","IVOL":"Quadratic Interest Rate Volatility and Inflation Hedge ETF","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","ARKK":"ARK Innovation ETF","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259349706","content_text":"Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average  to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index  advanced 13%, while the Russell 1000 Value Index  gained 9.5%, according  to Dow Jones Market data. Cathie Wood's tech-heavy ARK Innovation ETF (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett's Berkshire Hathaway (BRKA) shares for the same period.Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. \"In the case of the Fed's current goal, markets are starting to believe in the possibility of a soft landing,\" Young wrote in a Thursday note.However, that's not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund $(IVOL)$. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond.  \"It's a substantial inversion,\" Davis noted. \"It's really the market pricing the low- growth kind of bad scenario.\"Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That's compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.A diversified portfolio?Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.\"In most market environments, it's helpful to have broad and balanced exposure,\" said Brian Storey, senior portfolio manager at Brinker Capital Investments.Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that's a little more conservative, Storey encourages them to look outside of equity markets. \"Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,\" Storey said.\"Given that there doesn't seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,\" Storey said.Growth vs. Value StocksStill, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.The 10-year Treasury  advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.\"I think now that we're gonna see treasury yields a little bit more range bound,\" said Storey. \"So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.\"Even if the stock rally continues, \"I don't think that people are going to be going back to the same kind of leadership names,\" said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some \"unprofitable technology companies,\" the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.\"You just can't put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,\" Hoedt said. \"And the fact that we're in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.\"More rate hikesNext week, investors will be focused on initial jobless claims data and existing home sales number.Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.\"There are a lot of hawkish expectations from the forward guidance,\" Quadratic's Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank's balance sheet as a monetary policy tool to fight inflation.For the past week, the Dow added 2.9% to around 33,761.05. The S&P 500  gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990293407,"gmtCreate":1660354429510,"gmtModify":1676533456843,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990293407","repostId":"1129150866","repostType":4,"repost":{"id":"1129150866","kind":"news","pubTimestamp":1660352614,"share":"https://ttm.financial/m/news/1129150866?lang=&edition=fundamental","pubTime":"2022-08-13 09:03","market":"us","language":"en","title":"Why Stock Market Bulls Are Cheering the S&P 500’s Close above 4,231","url":"https://stock-news.laohu8.com/highlight/detail?id=1129150866","media":"MarketWatch","summary":"Many technical analysts pay attention to what’s known as the Fibonacci ratio, attributed to a 13th century Italian mathematician known as Leonardo “Fibonacci” of Pisa. It’s based on a sequence of whole numbers in which the sum of two adjacent numbers equals the next highest number (0,1,1,2,3,5,8,13, 21…","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e150d7de731c2e2e0ebee4395029900d\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The S&amp;P 500 index on Friday finished above a chart level that delivered a dose of encouragement to stock-market bulls arguing that the U.S. bear-market bottom is in, though technical analysts warned that it might not be a signal to go all in on equities.</p><p>The S&amp;P 500 on Friday rose 1.7% to close at 4,280.15. The finish above 4,231 would mean the large-cap benchmark has recovered — or retraced — more than 50% of its fall from a Jan. 3 record finish at 4796.56.</p><p>“Since 1950 there has never been a bear market rally that exceeded the 50% retracement and then gone on to make new cycle lows,” said Jonathan Krinsky, chief market technician at BTIG, in a note earlier this month.</p><p>Stocks rose across the board Friday, with the S&amp;P 500 booking a fourth straight weekly gain. The Dow Jones Industrial Average advanced more than 420 points, or 1.3%, on Friday and the Nasdaq Composite rose 2.1%. The S&amp;P 500 attempted to complete the retracement in Thursday’s session, when it traded as high as 4,257.91, but gave up gains to end at 4,207.27.</p><p>Krinsky, in a Thursday update, had noted that an intraday breach of the level doesn’t cut it, but had cautioned that a close above 4,231 would still leave him cautious about the near-term outlook.</p><p>“Because the retracement is based on a closing basis, we would want to see a close above 4,231 to trigger that signal. Whether or not that happens, however, the tactical risk/reward looks poor to us here,” he wrote.</p><p>What’s so special about a 50% retracement? Many technical analysts pay attention to what’s known as the Fibonacci ratio, attributed to a 13th century Italian mathematician known as Leonardo “Fibonacci” of Pisa. It’s based on a sequence of whole numbers in which the sum of two adjacent numbers equals the next highest number (0,1,1,2,3,5,8,13, 21…).</p><p>If a number in the sequence is divided by the next number, for example 8 divided by 13, the result is near 0.618, a ratio that’s been dubbed the Golden Mean due to its prevalence in nature in everything from seashells to ocean waves to proportions of the human body. Back on Wall Street, technical analysts see key retracement targets for a rally from a significant low to a significant peak at 38.2%, 50% and 61.8%, while retracements of 23.6% and 76.4% are seen as secondary targets.</p><p>The push above the 50% retracement level during Thursday’s recession may have contributed to a round of selling itself, said Jeff deGraaf, founder of Renaissance Macro Research, in a Friday note.</p><p>He observed that the retracement corresponded to a 65-day high for the S&amp;P 500, offering another indication of an improving trend in a bear market as it represents the highest level of the last rolling quarter. A 65-day high is often seen as a default signal for commodity trading advisers, not just in the S&amp;P 500 but in commodity, bond and forex markets as well.</p><p>“That level coincidentally corresponded with the 50% retracement level of the bear market,” he wrote. “In essence, it forced the hand of one group to cover shorts (CTAs) while simultaneously giving another group (Fibonacci followers) an excuse to sell” on Thursday.</p><p>Krinsky, meanwhile, cautioned that previous 50% retracements in 1974, 2004, and 2009 all saw decent shakeouts shortly after clearing that threshold.</p><p>“Further, as the market has cheered ‘peak inflation’, we are now seeing a quiet resurgence in many commodities, and bonds continue to weaken,” he wrote Thursday.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Stock Market Bulls Are Cheering the S&P 500’s Close above 4,231</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Stock Market Bulls Are Cheering the S&P 500’s Close above 4,231\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-13 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-stock-market-bulls-are-obsessed-with-the-4-231-level-for-the-s-p-500-11660309355?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 index on Friday finished above a chart level that delivered a dose of encouragement to stock-market bulls arguing that the U.S. bear-market bottom is in, though technical analysts warned ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-stock-market-bulls-are-obsessed-with-the-4-231-level-for-the-s-p-500-11660309355?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-stock-market-bulls-are-obsessed-with-the-4-231-level-for-the-s-p-500-11660309355?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129150866","content_text":"The S&P 500 index on Friday finished above a chart level that delivered a dose of encouragement to stock-market bulls arguing that the U.S. bear-market bottom is in, though technical analysts warned that it might not be a signal to go all in on equities.The S&P 500 on Friday rose 1.7% to close at 4,280.15. The finish above 4,231 would mean the large-cap benchmark has recovered — or retraced — more than 50% of its fall from a Jan. 3 record finish at 4796.56.“Since 1950 there has never been a bear market rally that exceeded the 50% retracement and then gone on to make new cycle lows,” said Jonathan Krinsky, chief market technician at BTIG, in a note earlier this month.Stocks rose across the board Friday, with the S&P 500 booking a fourth straight weekly gain. The Dow Jones Industrial Average advanced more than 420 points, or 1.3%, on Friday and the Nasdaq Composite rose 2.1%. The S&P 500 attempted to complete the retracement in Thursday’s session, when it traded as high as 4,257.91, but gave up gains to end at 4,207.27.Krinsky, in a Thursday update, had noted that an intraday breach of the level doesn’t cut it, but had cautioned that a close above 4,231 would still leave him cautious about the near-term outlook.“Because the retracement is based on a closing basis, we would want to see a close above 4,231 to trigger that signal. Whether or not that happens, however, the tactical risk/reward looks poor to us here,” he wrote.What’s so special about a 50% retracement? Many technical analysts pay attention to what’s known as the Fibonacci ratio, attributed to a 13th century Italian mathematician known as Leonardo “Fibonacci” of Pisa. It’s based on a sequence of whole numbers in which the sum of two adjacent numbers equals the next highest number (0,1,1,2,3,5,8,13, 21…).If a number in the sequence is divided by the next number, for example 8 divided by 13, the result is near 0.618, a ratio that’s been dubbed the Golden Mean due to its prevalence in nature in everything from seashells to ocean waves to proportions of the human body. Back on Wall Street, technical analysts see key retracement targets for a rally from a significant low to a significant peak at 38.2%, 50% and 61.8%, while retracements of 23.6% and 76.4% are seen as secondary targets.The push above the 50% retracement level during Thursday’s recession may have contributed to a round of selling itself, said Jeff deGraaf, founder of Renaissance Macro Research, in a Friday note.He observed that the retracement corresponded to a 65-day high for the S&P 500, offering another indication of an improving trend in a bear market as it represents the highest level of the last rolling quarter. A 65-day high is often seen as a default signal for commodity trading advisers, not just in the S&P 500 but in commodity, bond and forex markets as well.“That level coincidentally corresponded with the 50% retracement level of the bear market,” he wrote. “In essence, it forced the hand of one group to cover shorts (CTAs) while simultaneously giving another group (Fibonacci followers) an excuse to sell” on Thursday.Krinsky, meanwhile, cautioned that previous 50% retracements in 1974, 2004, and 2009 all saw decent shakeouts shortly after clearing that threshold.“Further, as the market has cheered ‘peak inflation’, we are now seeing a quiet resurgence in many commodities, and bonds continue to weaken,” he wrote Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907781268,"gmtCreate":1660258738557,"gmtModify":1676531903911,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907781268","repostId":"1103823286","repostType":4,"repost":{"id":"1103823286","kind":"news","pubTimestamp":1660231920,"share":"https://ttm.financial/m/news/1103823286?lang=&edition=fundamental","pubTime":"2022-08-11 23:32","market":"us","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba&#39;s shares are trading at seemingly attractive valuation multiples but investors shouldn&#39;t fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it&#39;s now rife with problems, speculation and stretched assumptions. In this article, I&#39;ll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let&#39;s take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba&#39;s shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn&#39;t have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let&#39;s shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba&#39;s shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba&#39;s US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba&#39;s shares should ideally be trading at a discount compared to its US-based peers in the first place, but it&#39;s actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn&#39;t hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba&#39;s growth prospects and it&#39;s admittedly a silver lining in the whole contrarian narrative.</p><p>But there&#39;s a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street&#39;s forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don&#39;t open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they&#39;re going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I&#39;ve been warning investors that the regulators haven&#39;t been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won&#39;t make a difference. But it will. The prospect of Alibaba&#39;s shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it&#39;s not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it&#39;s rife with issues.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: More Bad News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907152823,"gmtCreate":1660172435564,"gmtModify":1703478570187,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907152823","repostId":"2258825225","repostType":4,"repost":{"id":"2258825225","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660172032,"share":"https://ttm.financial/m/news/2258825225?lang=&edition=fundamental","pubTime":"2022-08-11 06:53","market":"us","language":"en","title":"US STOCKS-Wall Street Rally Lifts Nasdaq 20% From Low As Inflation Fears Ebb","url":"https://stock-news.laohu8.com/highlight/detail?id=2258825225","media":"Reuters","summary":"* Fed now seen delivering 50 bps hike in September* U.S. consumer price growth slows in July* Musk s","content":"<html><head></head><body><p>* Fed now seen delivering 50 bps hike in September</p><p>* U.S. consumer price growth slows in July</p><p>* Musk sells Tesla shares worth $6.9 bln</p><p>* Volatility index closes at four-month low</p><p>NEW YORK, Aug 10 (Reuters) - Wall Street surged on Wednesday, putting the Nasdaq more than 20% above its June low, after U.S. inflation slowed more than expected in July and raised hopes the Federal Reserve will become less aggressive on interest rates hikes.</p><p>A sharp drop in the cost of gasoline helped the U.S. Consumer Price Index stay flat last month after advancing 1.3% in June, the Labor Department said. The CPI rose by a less-than-expected 8.5% over the past 12 months after a 9.1% rise in June.</p><p>The rally came in the wake of the first notable sign of relief for Americans who have watched inflation steadily climb. The Nasdaq now is up 20.8% since bottoming but still needs to pass its prior peak in November to confirm a new bull market.</p><p>Fed funds futures traders are now pricing in only a 43.5% chance that the U.S. central bank hikes rates by 75 basis points when it meets in September, compared with 68% before the data. A 50 basis point hike is seen as a 56.5% probability.</p><p>&#34;For the market, it&#39;s sort of a Goldilocks scenario right now because you have the labor market holding up and inflation potentially starting to come down. That is what a soft landing would look like,&#34; said Shawn Snyder, head of investment strategy at Citi U.S. Wealth Management in New York.</p><p>But one month of slowing inflation is not enough for the Fed to send an all-clear signal, Snyder said.</p><p>The rally on Wall Street was broad-based, with all 11 S&amp;P 500 sectors rising in a sea of green. Growth stocks rose more than value, while Dow transports, small caps and semiconductors also rose.</p><p>The Dow Jones Industrial Average rose 535.1 points, or 1.63%, to 33,309.51, while the S&amp;P 500 gained 87.77 points, or 2.13%, to 4,210.24 and the Nasdaq Composite added 360.88 points, or 2.89%, to 12,854.81.</p><p>It was the biggest single-day gain for both the Nasdaq and S&amp;P 500 in two weeks, and for the Dow in three weeks. It was the highest close for the S&amp;P 500 since early May.</p><p>&#34;(Inflation at) 8.5% is still very high, but there is optimism that perhaps June was the peak,&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab.</p><p>Producer prices data for July on Thursday along with August inflation and employment data for release next month could alter the course of the Fed again, Frederick said.</p><p>The Fed has hiked its policy rate by 225 basis points since March despite fears the sharp rise in borrowing costs could tip the U.S. economy into a recession.</p><p>The slowing of inflation was the first &#34;positive&#34; reading on price pressures since the Fed began tightening policy, Chicago Fed President Charles Evans said, even as he signaled he believes the Fed has plenty more work to do.</p><p>After a rough start to the year, the benchmark S&amp;P 500 is up nearly 15% from mid-June lows, largely on expectations the Fed will be less hawkish than anticipated in its efforts to provide a soft landing for the economy as it fights to curb inflation.</p><p>But the S&amp;P 500 is 12% below its all-time high in January, having been in a bear market since then.</p><p>The CBOE Volatility index, Wall Street&#39;s fear gauge, fell below the 20.00 level to close at more than a four-month low.</p><p>High-growth and megacap technology stocks, whose valuations are vulnerable to rising bond yields, rose as Treasury yields fell sharply across the board. Apple Inc, Alphabet Inc, Amazon.com Inc and Microsoft Corp all rose more than 2% each.</p><p>Economy-sensitive banks advanced 2.7%, with Goldman Sachs Group Inc and Morgan Stanley climbing about 3% each.</p><p>&#34;Banks have underperformed and are now getting bid,&#34; said Thomas Hayes, managing member of Great Hill Capital LLC, adding that investors are chasing the laggards that have not participated in the rally since June lows.</p><p>Tesla Inc rose 3.9% after Elon Musk sold $6.9 billion worth of shares in the electric vehicle maker to finance a potential deal for <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc if he loses a legal battle with the social media platform. Twitter gained 3.7%.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc jumped 5.8% after the Facebook parent said on Tuesday it had raised $10 billion in its first-ever bond offering.</p><p>Volume on U.S. exchanges was 11.33 billion shares, compared with the 10.98 billion average for the full session over the past 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 5.69-to-1 ratio; on Nasdaq, a 3.34-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 64 new highs and 54 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rally Lifts Nasdaq 20% From Low As Inflation Fears Ebb</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rally Lifts Nasdaq 20% From Low As Inflation Fears Ebb\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-11 06:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed now seen delivering 50 bps hike in September</p><p>* U.S. consumer price growth slows in July</p><p>* Musk sells Tesla shares worth $6.9 bln</p><p>* Volatility index closes at four-month low</p><p>NEW YORK, Aug 10 (Reuters) - Wall Street surged on Wednesday, putting the Nasdaq more than 20% above its June low, after U.S. inflation slowed more than expected in July and raised hopes the Federal Reserve will become less aggressive on interest rates hikes.</p><p>A sharp drop in the cost of gasoline helped the U.S. Consumer Price Index stay flat last month after advancing 1.3% in June, the Labor Department said. The CPI rose by a less-than-expected 8.5% over the past 12 months after a 9.1% rise in June.</p><p>The rally came in the wake of the first notable sign of relief for Americans who have watched inflation steadily climb. The Nasdaq now is up 20.8% since bottoming but still needs to pass its prior peak in November to confirm a new bull market.</p><p>Fed funds futures traders are now pricing in only a 43.5% chance that the U.S. central bank hikes rates by 75 basis points when it meets in September, compared with 68% before the data. A 50 basis point hike is seen as a 56.5% probability.</p><p>&#34;For the market, it&#39;s sort of a Goldilocks scenario right now because you have the labor market holding up and inflation potentially starting to come down. That is what a soft landing would look like,&#34; said Shawn Snyder, head of investment strategy at Citi U.S. Wealth Management in New York.</p><p>But one month of slowing inflation is not enough for the Fed to send an all-clear signal, Snyder said.</p><p>The rally on Wall Street was broad-based, with all 11 S&amp;P 500 sectors rising in a sea of green. Growth stocks rose more than value, while Dow transports, small caps and semiconductors also rose.</p><p>The Dow Jones Industrial Average rose 535.1 points, or 1.63%, to 33,309.51, while the S&amp;P 500 gained 87.77 points, or 2.13%, to 4,210.24 and the Nasdaq Composite added 360.88 points, or 2.89%, to 12,854.81.</p><p>It was the biggest single-day gain for both the Nasdaq and S&amp;P 500 in two weeks, and for the Dow in three weeks. It was the highest close for the S&amp;P 500 since early May.</p><p>&#34;(Inflation at) 8.5% is still very high, but there is optimism that perhaps June was the peak,&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab.</p><p>Producer prices data for July on Thursday along with August inflation and employment data for release next month could alter the course of the Fed again, Frederick said.</p><p>The Fed has hiked its policy rate by 225 basis points since March despite fears the sharp rise in borrowing costs could tip the U.S. economy into a recession.</p><p>The slowing of inflation was the first &#34;positive&#34; reading on price pressures since the Fed began tightening policy, Chicago Fed President Charles Evans said, even as he signaled he believes the Fed has plenty more work to do.</p><p>After a rough start to the year, the benchmark S&amp;P 500 is up nearly 15% from mid-June lows, largely on expectations the Fed will be less hawkish than anticipated in its efforts to provide a soft landing for the economy as it fights to curb inflation.</p><p>But the S&amp;P 500 is 12% below its all-time high in January, having been in a bear market since then.</p><p>The CBOE Volatility index, Wall Street&#39;s fear gauge, fell below the 20.00 level to close at more than a four-month low.</p><p>High-growth and megacap technology stocks, whose valuations are vulnerable to rising bond yields, rose as Treasury yields fell sharply across the board. Apple Inc, Alphabet Inc, Amazon.com Inc and Microsoft Corp all rose more than 2% each.</p><p>Economy-sensitive banks advanced 2.7%, with Goldman Sachs Group Inc and Morgan Stanley climbing about 3% each.</p><p>&#34;Banks have underperformed and are now getting bid,&#34; said Thomas Hayes, managing member of Great Hill Capital LLC, adding that investors are chasing the laggards that have not participated in the rally since June lows.</p><p>Tesla Inc rose 3.9% after Elon Musk sold $6.9 billion worth of shares in the electric vehicle maker to finance a potential deal for <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc if he loses a legal battle with the social media platform. Twitter gained 3.7%.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc jumped 5.8% after the Facebook parent said on Tuesday it had raised $10 billion in its first-ever bond offering.</p><p>Volume on U.S. exchanges was 11.33 billion shares, compared with the 10.98 billion average for the full session over the past 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 5.69-to-1 ratio; on Nasdaq, a 3.34-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 64 new highs and 54 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4527":"明星科技股","BK4559":"巴菲特持仓",".DJI":"道琼斯","LABP":"Landos Biopharma, Inc.","BK4550":"红杉资本持仓","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","BK4196":"保健护理服务","BK4551":"寇图资本持仓","BK4574":"无人驾驶","SDS":"两倍做空标普500ETF","BK4082":"医疗保健设备","LHDX":"Lucira Health, Inc.","QID":"纳指两倍做空ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4023":"应用软件","BK4548":"巴美列捷福持仓","DDM":"道指两倍做多ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","BK4511":"特斯拉概念","PSQ":"纳指反向ETF","SANA":"Sana Biotechnology, Inc.","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","ONTF":"ON24, Inc.","APR":"Apria, Inc.","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4139":"生物科技","TSLA":"特斯拉","BK4007":"制药","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258825225","content_text":"* Fed now seen delivering 50 bps hike in September* U.S. consumer price growth slows in July* Musk sells Tesla shares worth $6.9 bln* Volatility index closes at four-month lowNEW YORK, Aug 10 (Reuters) - Wall Street surged on Wednesday, putting the Nasdaq more than 20% above its June low, after U.S. inflation slowed more than expected in July and raised hopes the Federal Reserve will become less aggressive on interest rates hikes.A sharp drop in the cost of gasoline helped the U.S. Consumer Price Index stay flat last month after advancing 1.3% in June, the Labor Department said. The CPI rose by a less-than-expected 8.5% over the past 12 months after a 9.1% rise in June.The rally came in the wake of the first notable sign of relief for Americans who have watched inflation steadily climb. The Nasdaq now is up 20.8% since bottoming but still needs to pass its prior peak in November to confirm a new bull market.Fed funds futures traders are now pricing in only a 43.5% chance that the U.S. central bank hikes rates by 75 basis points when it meets in September, compared with 68% before the data. A 50 basis point hike is seen as a 56.5% probability.\"For the market, it's sort of a Goldilocks scenario right now because you have the labor market holding up and inflation potentially starting to come down. That is what a soft landing would look like,\" said Shawn Snyder, head of investment strategy at Citi U.S. Wealth Management in New York.But one month of slowing inflation is not enough for the Fed to send an all-clear signal, Snyder said.The rally on Wall Street was broad-based, with all 11 S&P 500 sectors rising in a sea of green. Growth stocks rose more than value, while Dow transports, small caps and semiconductors also rose.The Dow Jones Industrial Average rose 535.1 points, or 1.63%, to 33,309.51, while the S&P 500 gained 87.77 points, or 2.13%, to 4,210.24 and the Nasdaq Composite added 360.88 points, or 2.89%, to 12,854.81.It was the biggest single-day gain for both the Nasdaq and S&P 500 in two weeks, and for the Dow in three weeks. It was the highest close for the S&P 500 since early May.\"(Inflation at) 8.5% is still very high, but there is optimism that perhaps June was the peak,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab.Producer prices data for July on Thursday along with August inflation and employment data for release next month could alter the course of the Fed again, Frederick said.The Fed has hiked its policy rate by 225 basis points since March despite fears the sharp rise in borrowing costs could tip the U.S. economy into a recession.The slowing of inflation was the first \"positive\" reading on price pressures since the Fed began tightening policy, Chicago Fed President Charles Evans said, even as he signaled he believes the Fed has plenty more work to do.After a rough start to the year, the benchmark S&P 500 is up nearly 15% from mid-June lows, largely on expectations the Fed will be less hawkish than anticipated in its efforts to provide a soft landing for the economy as it fights to curb inflation.But the S&P 500 is 12% below its all-time high in January, having been in a bear market since then.The CBOE Volatility index, Wall Street's fear gauge, fell below the 20.00 level to close at more than a four-month low.High-growth and megacap technology stocks, whose valuations are vulnerable to rising bond yields, rose as Treasury yields fell sharply across the board. Apple Inc, Alphabet Inc, Amazon.com Inc and Microsoft Corp all rose more than 2% each.Economy-sensitive banks advanced 2.7%, with Goldman Sachs Group Inc and Morgan Stanley climbing about 3% each.\"Banks have underperformed and are now getting bid,\" said Thomas Hayes, managing member of Great Hill Capital LLC, adding that investors are chasing the laggards that have not participated in the rally since June lows.Tesla Inc rose 3.9% after Elon Musk sold $6.9 billion worth of shares in the electric vehicle maker to finance a potential deal for Twitter Inc if he loses a legal battle with the social media platform. Twitter gained 3.7%.Meta Platforms Inc jumped 5.8% after the Facebook parent said on Tuesday it had raised $10 billion in its first-ever bond offering.Volume on U.S. exchanges was 11.33 billion shares, compared with the 10.98 billion average for the full session over the past 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 5.69-to-1 ratio; on Nasdaq, a 3.34-to-1 ratio favored advancers.The S&P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 64 new highs and 54 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904569272,"gmtCreate":1660083799999,"gmtModify":1703477544500,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904569272","repostId":"2257494848","repostType":4,"repost":{"id":"2257494848","kind":"highlight","pubTimestamp":1660059240,"share":"https://ttm.financial/m/news/2257494848?lang=&edition=fundamental","pubTime":"2022-08-09 23:34","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257494848","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Things didn&#39;t work out for my &#34;three stocks to avoid&#34; column last week. The three stocks I thought were going to lose to the market for the week -- <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>, <b>TrueCar</b>, and <b>Tesla Motors</b> -- rose 16%, climbed 2%, and fell 3%, respectively, averaging out to a 5% increase.</p><p>The <b>S&amp;P 500</b> experienced a 0.4% move higher. I was wrong, as the average return of the three of the investments I figured would fare worse beat the market. I have still been right in 27 of the past 42 weeks.</p><p>Where do I go to next? I see <b>AMTD Digital</b>, <b>Roblox</b>, and <b>Coinbase</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>AMTD Digital</b></h2><p>The past month has been wild -- if not outright ridiculous -- for AMTD Digital. The one-stop platform in Asia for digital solutions went public at $7.80 in mid-July. It opened at $13, and it has only shot higher. Last week alone we saw the stock open at $335.50, hit a high of $2,555.30 a day later, and close at $721.23 on Friday.</p><p>Keep in mind that with 185 million shares outstanding we were talking about a market cap of $472 billion at last week&#39;s peak. There are only eight U.S.-listed stocks with higher market caps, and those are all substantially large blue chip businesses. AMTD putting out a press release early last week -- perplexed by the stock&#39;s buoyancy -- didn&#39;t cool the feeding frenzy.</p><p>AMTD Digital generated just $25.2 million in revenue in fiscal 2021, and revenue growth has been flattish through the first 10 months of fiscal 2022. This is a real business, but the valuation is off the charts right now.</p><h2><b>Roblox</b></h2><p>Roblox has captured the hearts and time of its young player base, but the once blistering growth is starting to slow. Roblox saw its business gains accelerate when we were hunkering down at home during the early stages of the pandemic. Revenue went from rising 56% in 2019 to 82% in 2020 and 108% last year. The year-over-year increases are starting to slow dramatically, decelerating for four consecutive quarters.</p><p>Things don&#39;t appear to be getting any better with Roblox heading into its second-quarter report on Tuesday afternoon. The first quarter was rough, with Roblox posting its first sequential decline in revenue as a public company. Average bookings per daily active user also hit a post-pandemic low. After posting larger than expected losses in back-to-back quarters Roblox has a lot to prove this week.</p><h2><b>Coinbase</b></h2><p>Shares of Coinbase have more than doubled since bottoming out in May. Is the rally warranted? It&#39;s true that cryptocurrencies have started to bounce back after a brutal drawdown earlier this year. Coinbase is also in much better financial shape than the other more aggressive platforms that buckled under the weight of their own risk-taking practices.</p><p>Like Roblox, Coinbase will be reporting fresh financial results shortly after Tuesday&#39;s market close. It won&#39;t be pretty. Analysts see revenue cut by more than half from prior year levels. All Wall Street pros following the leading crypto exchange are bracing for the once high-margin Coinbase to clock in with a quarterly loss.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in AMTD Digital, Roblox, and Coinbase this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMTD":"Amtd Idea","RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257494848","content_text":"Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, climbed 2%, and fell 3%, respectively, averaging out to a 5% increase.The S&P 500 experienced a 0.4% move higher. I was wrong, as the average return of the three of the investments I figured would fare worse beat the market. I have still been right in 27 of the past 42 weeks.Where do I go to next? I see AMTD Digital, Roblox, and Coinbase as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.AMTD DigitalThe past month has been wild -- if not outright ridiculous -- for AMTD Digital. The one-stop platform in Asia for digital solutions went public at $7.80 in mid-July. It opened at $13, and it has only shot higher. Last week alone we saw the stock open at $335.50, hit a high of $2,555.30 a day later, and close at $721.23 on Friday.Keep in mind that with 185 million shares outstanding we were talking about a market cap of $472 billion at last week's peak. There are only eight U.S.-listed stocks with higher market caps, and those are all substantially large blue chip businesses. AMTD putting out a press release early last week -- perplexed by the stock's buoyancy -- didn't cool the feeding frenzy.AMTD Digital generated just $25.2 million in revenue in fiscal 2021, and revenue growth has been flattish through the first 10 months of fiscal 2022. This is a real business, but the valuation is off the charts right now.RobloxRoblox has captured the hearts and time of its young player base, but the once blistering growth is starting to slow. Roblox saw its business gains accelerate when we were hunkering down at home during the early stages of the pandemic. Revenue went from rising 56% in 2019 to 82% in 2020 and 108% last year. The year-over-year increases are starting to slow dramatically, decelerating for four consecutive quarters.Things don't appear to be getting any better with Roblox heading into its second-quarter report on Tuesday afternoon. The first quarter was rough, with Roblox posting its first sequential decline in revenue as a public company. Average bookings per daily active user also hit a post-pandemic low. After posting larger than expected losses in back-to-back quarters Roblox has a lot to prove this week.CoinbaseShares of Coinbase have more than doubled since bottoming out in May. Is the rally warranted? It's true that cryptocurrencies have started to bounce back after a brutal drawdown earlier this year. Coinbase is also in much better financial shape than the other more aggressive platforms that buckled under the weight of their own risk-taking practices.Like Roblox, Coinbase will be reporting fresh financial results shortly after Tuesday's market close. It won't be pretty. Analysts see revenue cut by more than half from prior year levels. All Wall Street pros following the leading crypto exchange are bracing for the once high-margin Coinbase to clock in with a quarterly loss.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in AMTD Digital, Roblox, and Coinbase this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905245430,"gmtCreate":1659913965622,"gmtModify":1703767495995,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905245430","repostId":"2257743302","repostType":4,"repost":{"id":"2257743302","kind":"highlight","pubTimestamp":1659913279,"share":"https://ttm.financial/m/news/2257743302?lang=&edition=fundamental","pubTime":"2022-08-08 07:01","market":"us","language":"en","title":"Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257743302","media":"barrons","summary":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consu","content":"<html><head></head><body><p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.</p><p>On Monday, Palantir, Tyson Foods, BioNTech, AIG, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> report on Thursday, then Broadridge Financial Solutions closes the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/d7365de7079bf0cabc8bf5ebaba40021\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Bureau of Labor Statistics&#39; Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That&#39;s forecasted to have risen 0.3% at the index level and 0.4% for the core.</p><p>On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.</p><p><b>Monday 8/8</b></p><p>Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors &amp; Fragrances, Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software, and Tyson Foods report earnings.</p><p><b>Tuesday 8/9</b></p><p>Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> Group, and <a href=\"https://laohu8.com/S/WELL\">Welltower</a> announce quarterly results.</p><p>Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.</p><p>The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June&#39;s 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.</p><p>The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.</p><p><b>Wednesday 8/10</b></p><p>Walt Disney releases fiscal-third quarter 2022 results.</p><p>The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&amp;P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.</p><p><b>Thursday 8/11</b></p><p>The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June&#39;s 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.</p><p>Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.</p><p><b>Friday 8/12</b></p><p>Broadridge Financial Solutions reports earnings.</p><p>The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July&#39;s 51.5. The index is near its record low, as inflation remains top of mind for consumers.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYY":"西思科公司","NVAX":"诺瓦瓦克斯医药","RIVN":"Rivian Automotive, Inc.","GOOS":"加拿大鹅","BNTX":"BioNTech SE","INO":"伊诺维奥制药","U":"Unity Software Inc.","PLTR":"Palantir Technologies Inc.","CAH":"卡地纳健康",".DJI":"道琼斯","TSN":"泰森食品",".IXIC":"NASDAQ Composite","UPST":"Upstart Holdings, Inc.",".SPX":"S&P 500 Index","BR":"Broadridge金融解决方案","RBLX":"Roblox Corporation","COIN":"Coinbase Global, Inc.","APP":"AppLovin Corporation","CPNG":"Coupang, Inc.","SAVE":"Spirit Airlines","JMIA":"Jumia Technologies AG","FOXA":"福克斯-A","ILMN":"Illumina","NCLH":"挪威邮轮","DIS":"迪士尼","TTWO":"Take-Two Interactive Software","ISBC":"投资者银行"},"source_url":"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257743302","content_text":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, Tyson Foods, BioNTech, AIG, and Take-Two Interactive Software will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and Illumina report on Thursday, then Broadridge Financial Solutions closes the week on Friday.Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That's forecasted to have risen 0.3% at the index level and 0.4% for the core.On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.Monday 8/8Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors & Fragrances, Take-Two Interactive Software, and Tyson Foods report earnings.Tuesday 8/9Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, TransDigm Group, and Welltower announce quarterly results.Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June's 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.Wednesday 8/10Walt Disney releases fiscal-third quarter 2022 results.The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.Thursday 8/11The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June's 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.Friday 8/12Broadridge Financial Solutions reports earnings.The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July's 51.5. The index is near its record low, as inflation remains top of mind for consumers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905890945,"gmtCreate":1659844625390,"gmtModify":1703767041368,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905890945","repostId":"1193631683","repostType":4,"repost":{"id":"1193631683","kind":"news","pubTimestamp":1659844890,"share":"https://ttm.financial/m/news/1193631683?lang=&edition=fundamental","pubTime":"2022-08-07 12:01","market":"other","language":"en","title":"SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631683","media":"Seeking Alpha","summary":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to ga","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Many investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.</li><li>However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.</li><li>Stocks in information tech represents less than 50% of its asset, a minor majority.</li><li>This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.</li><li>There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.</li></ul><p><b>Thesis</b></p><p>Recent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&amp;P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&amp;P 500’s 18.4x.</p><p>And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.</p><p>Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.</p><p>Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.</p><p><img src=\"https://static.tigerbbs.com/3f72c63da0a7d8eedbc184b0660f4407\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/4b248f56895c6032b2da0df332ea2136\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>SOXX vs QQQ: basic information</b></p><p>QQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.</p><p>SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:</p><blockquote>The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.</blockquote><p><img src=\"https://static.tigerbbs.com/e966fca4e88cd458f9c755dfd52b8913\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: Past performance and risks</b></p><p>Both the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&amp;P 500 by a good margin of about 2% to 3%.</p><p>When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&amp;P 500’s 525%.</p><p>Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&amp;P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it&#39;s 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.</p><p>And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.</p><p><img src=\"https://static.tigerbbs.com/e3142137b9f8dc11b7c904ca806134bb\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer</p><p><b>SOXX vs QQQ: More concentrated bet on Tech</b></p><p>As aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.</p><p><img src=\"https://static.tigerbbs.com/3925a655d51f43f4e802067912a50996\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p>SOXX and QQ fund fact sheets</p><p>SOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.</p><p>You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.</p><p>To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&amp;P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.</p><p>But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.</p><p><img src=\"https://static.tigerbbs.com/3996f0a253361b226144eebb3f7ed5d8\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: valuation comparison</b></p><p>As aforementioned, SOXX has historically been traded at a premium relative to both S&amp;P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&amp;P 500. And as the next table shows, the discount from QQQ is even larger.</p><p>The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.</p><p><img src=\"https://static.tigerbbs.com/5b2dc581df59faffb1ea586d8ea07356\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p><b>Final thoughts and risks</b></p><p>There are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&amp;P 500 and about 30% from the QQQ.</p><p>Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.</p><p><img src=\"https://static.tigerbbs.com/e1e89f6bda5e5bfc9689db56ec0569a2\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSOXX Vs. QQQ: Time To Consider Heavier Bets On Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play,...</p>\n\n<a href=\"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631683","content_text":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.Stocks in information tech represents less than 50% of its asset, a minor majority.This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.ThesisRecent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&P 500’s 18.4x.And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.Seeking AlphaYahoo FinanceSOXX vs QQQ: basic informationQQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.Source: ETF.comSOXX vs QQQ: Past performance and risksBoth the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&P 500 by a good margin of about 2% to 3%.When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&P 500’s 525%.Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it's 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.Portfolio VisualizerSOXX vs QQQ: More concentrated bet on TechAs aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.SOXX and QQ fund fact sheetsSOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.Source: ETF.comSOXX vs QQQ: valuation comparisonAs aforementioned, SOXX has historically been traded at a premium relative to both S&P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&P 500. And as the next table shows, the discount from QQQ is even larger.The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.AuthorFinal thoughts and risksThere are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&P 500 and about 30% from the QQQ.Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902755098,"gmtCreate":1659757187718,"gmtModify":1703766334177,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902755098","repostId":"1169492962","repostType":4,"repost":{"id":"1169492962","kind":"news","pubTimestamp":1659757863,"share":"https://ttm.financial/m/news/1169492962?lang=&edition=fundamental","pubTime":"2022-08-06 11:51","market":"us","language":"en","title":"Tesla: No Competitor Yet From EV Startups","url":"https://stock-news.laohu8.com/highlight/detail?id=1169492962","media":"Seeking Alpha","summary":"SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for &#34;brand equity.&#34;</li><li>EV startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.</li><li>Tesla is facing little competition from these EVs startups in the U.S. and Europe.</li><li>Tesla&#39;s greatest challenge will come from traditional automotive companies with EV products.</li></ul><p>In an increasingly competitive business as incumbent automakers introduce their own EVs, startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.</p><p>I discussed in detail the lengths some of these startups have gone through to go public and get operating capital by forming Special Purpose Acquisition Companies (SPAC), which are shell companies that have no operations but go public with the intention of merging with or acquiring a company using the proceeds of the SPAC&#39;s IPO. I noted in my July 27, 2022, Seeking Alpha article entitled &#34;MOKE + EV Technology Group: The Cost And Value Of &#39;Brand Equity&#39; In The EV Automotive Value Chain:&#34;</p><blockquote>&#34;SPACs contributed half of the $29 billion raised publicly by EV manufacturers, suppliers and charging firms in 2021. EV startups Nikola (NKLA), Lordstown Motors (RIDE), Canoo (GOEV), Faraday Future Intelligent Electric (FFIE), Fisker (FSR), and Lucid Group (LCID) all went public through SPAC deals over the last two years.&#34;</blockquote><p>SPACs go public at $10 per share, a price point that serves as a simple benchmark for how those stocks have been received. Of these SPAC companies, only the share price of Lucid Group is above its IPO price at $18.25, as shown in Chart 1.</p><p><img src=\"https://static.tigerbbs.com/d5714c58d0d64a5bccfd46926742db3f\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 1</p><p><b>Is There a Doctor in the House?</b></p><p>In Tables 1-3, I break down the current crop of EV startups by <i>level of funding</i> from all sources and compare each to Tesla (NASDAQ:TSLA). Table 1 shows the first five ranked companies. I don&#39;t include Rivian Automotive (RIVN), which would top the list by accumulating $10.7 billion in funding. Rivian&#39;s shares are down 65.95% since the IPO in 11/21, and the company continues to struggle. Layoffs at Rivian started in late July 2022 as the company races to cut costs amid a challenging economic climate and pressure to increase production. It delivered 1,227 vehicles in the first quarter and reported 4,467 deliveries in Q2. Rivian is targeting production of 25,000 vehicles this year, half of its initial production guidance for 2022.</p><p>Table 1 shows significant variations in financial metrics among the five companies. TSLA shows positive TTM revenue, Net Income, and Gross Profit. All the startups reported TTM Revenue, but only Li Auto (LI) reported a positive Net Income and Gross Profit.</p><p>Lucid Group was the top fund raiser on this list. Lucid delivered 360 EVs, helping to account for $57.7 million in revenue in Q1 2022, but revised its 2022 production volume outlook to a range of 6K to 7K vehicles following the release of itsQ2 results. Guidance earlier in the year was for production volume of 12K to 14K vehicles.</p><p>China&#39;s NIO (NIO) delivered 25,059 electric cars in Q2, which is slightly above the guidance of 23,000-25,000. So far this year, NIO globally sold 50,827 electric cars. But NIO reported a loss from operations was RMB2,445.1 million (US$383.7 million) in the fourth quarter of 2021, representing an increase of 162.5% from the fourth quarter of 2020 and an increase of 146.5% from the third quarter of 2021.</p><p><img src=\"https://static.tigerbbs.com/dfe93875be1bf07e575523460045fcdf\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 2 shows a similar story based on one-year share price percent change for the companies listed in Table 1. TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. LI share price was -1.65%. NIO share price is down 55.84% showing investors the COVID situation in China remains fluid and EV shares in general remain under a cloud amid rising interest rates and fears of a global recession.</p><p><img src=\"https://static.tigerbbs.com/efe4c7e633c9284904c710ab74634088\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 2</p><p>Table 2 shows TSLA compared with startups ranked #5-8 based on level of funding. Only Fisker reported TTM revenues of just $96,000. Wall Street was initially attracted to its asset-light business model based on contract manufacturing. However, declining investor appetite for pre-revenue companies has taken the focus away from companies like Fisker.</p><p>That will change as the Fisker Ocean is set to start production in November 2022 and sold exclusively through the Fisker app. According to the company, reservations for the Ocean electric SUV surpassed 50,000, a significant rise from the 40,000 preorders announced in early April. The Ocean with the base Sport trim priced at $37,499 before incentives.</p><p><img src=\"https://static.tigerbbs.com/3a779539168c1ed560346f0bd91e702a\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 3 shows one-year share price percent change for the companies listed in Table 2. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. FSR share price is down 40.57%. The stock is trading below its IPO price.</p><p><img src=\"https://static.tigerbbs.com/c79d2a4a21567a786f5279bb8518a03d\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 3</p><p>Table 3 shows the remaining EV startups, but funding has not been disclosed. Of the four startups, only Ayro (AYRO) showed positive TTM revenue of just $2.92M but net income was -$32.01M. Ayro has a different business model than the other companies included in this article as it designs and manufactures electric vehicles for closed campus mobility, urban and community transport, local on-demand and last mile delivery, and government use. The company provides four-wheeled purpose-built electric vehicles for universities, business and medical campuses, last mile delivery services, and food service providers.</p><p><img src=\"https://static.tigerbbs.com/7f10fa589992a7ab699d73dbc255e0f0\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 4 shows one-year share price percent change for the companies listed in Table 3. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. All others have exhibited large negative double-digit share performance.</p><p><img src=\"https://static.tigerbbs.com/cd4ac75c6f128418a1b06ff8262e2389\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 4</p><p><b>Tesla&#39;s Performance</b></p><p>Tesla reported a mixed Q2 earnings report on in its Q2 earnings call on July 20, 2022. Adjusted earnings per share came in at $2.27 vs. $1.81 expected. Revenue missed at $16.93 billion vs. $17.1 billion expected. Chart 5 shows quarterly performance through Q2 2022.</p><p><img src=\"https://static.tigerbbs.com/4052a39627697f9c8983ee7159207dee\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 5</p><p>In Q2 2022, TSLA achieved record production rates across the company, producing more than 258,000 vehicles and delivered 254,695 vehicles. That was below consensus estimates of 266,795 vehicles, and down from 310,048 in 1Q 2022, as the company faced a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited its ability to consistently run our factories at full capacity.</p><p>While the Shanghai factory was shut down fully and then partially for the majority of Q2, TSLA ended the quarter with a record monthly production level. Recent equipment upgrades will enable the company to continue to increase its production rate further.</p><p>The Fremont Factory made a record number of vehicles in Q2. I see opportunities for further production rate improvements. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow.</p><p>Gigafactory Berlin-Brandenburg reached an important milestone of over 1,000 cars produced in a single week while achieving positive gross margin during the quarter. Tesla expect the production rate to continue improving through the rest of the year.</p><p>Table 4 shows U.S. EV shipments for Q2 2021 and Q2 2022 by model. In Q2, Tesla was the top-selling luxury brand in the U.S., outpacing all the established names: Audi, BMW, Cadillac, Lexus, Mercedes-Benz, as seen in Table 4.</p><p>EV sales as a percentage of total automobile sales. In Q2, EV sales accounted for 5.6% of the total market, an increase from 5.3% in Q1. EV share in Q2 2021 was 2.7%. In Q2 2021, there were 19 EV models for sale in the U.S. One year later, the number jumped to 33.</p><p>Table 4 - Source: Cox Automotive</p><p><img src=\"https://static.tigerbbs.com/426fa2458fb9e40d222a5fc1f897b9c9\" tg-width=\"640\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p>Cox Automotive</p><p>However, as new EV models continue to enter the market, Tesla&#39;s share of the EV segment is dropping. Last quarter, it fell to 66.1%, down from 74.6% in Q1 2022, as shown in Table 5. Tesla shipments by model are also shown. Importantly, Tesla is losing market share to traditional automobile companies with EV entrants, rather than the EV startups discussed above.</p><p><img src=\"https://static.tigerbbs.com/0918cc0a62c48586076b6fbceda928a7\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Cox Automotive</p><p><b>Investor Takeaway</b></p><p>I discussed in my July 27, 2022, Seeking Alpha article entitled &#34;MOKE + EV Technology Group: The Cost And Value Of &#39;Brand Equity&#39; In The EV Automotive Value Chain&#34; that Brand Equity would be critical to growth of a startup. The advantages of Brand Equity, which gives a product competitive edge in the marketplace include:</p><ul><li>Developing a greater market share</li><li>Charging a price premium</li><li>Ease of Recognition</li><li>Differentiation from the competition</li></ul><p>Brand equity can be defined as the additional value that a recognizable brand name adds to a product offering, and is created as customers becoming increasingly and more personally aware of a brand and build a connection with it.</p><p>None of the EV startups detailed in Tables 1-3 are on the radar in sales in the U.S., Europe, and China. Indeed, the only competition for Tesla in the U.S. and Europe are established automobile companies with EV offerings. China is different with little competition coming from traditional non-Chinese automobile manufacturers with EV offerings, yet Tesla is still within the Top 10 of sales through June 2022.</p><p>In Chart 7, I show share price for the five EV companies (including TSLA) listed in Table 1, and show EPS for the past one-year period. Indeed, only Tesla has a positive EPS.</p><p><img src=\"https://static.tigerbbs.com/a3a40f40a1f17002fa2eb540525072ea\" tg-width=\"634\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 7</p><p>The point of this article is to expand on my thesis in my previous article the importance of Brand Equity. Tesla has achieved Brand Equity, as I showed in that article. But without it, EV startups are struggling. The competition to Tesla outside China is coming from established automobile makers with EV offerings, not these startups.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: No Competitor Yet From EV Startups</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: No Competitor Yet From EV Startups\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for \"brand equity.\"EV startups are in trouble as sales have been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169492962","content_text":"SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for \"brand equity.\"EV startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.Tesla is facing little competition from these EVs startups in the U.S. and Europe.Tesla's greatest challenge will come from traditional automotive companies with EV products.In an increasingly competitive business as incumbent automakers introduce their own EVs, startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.I discussed in detail the lengths some of these startups have gone through to go public and get operating capital by forming Special Purpose Acquisition Companies (SPAC), which are shell companies that have no operations but go public with the intention of merging with or acquiring a company using the proceeds of the SPAC's IPO. I noted in my July 27, 2022, Seeking Alpha article entitled \"MOKE + EV Technology Group: The Cost And Value Of 'Brand Equity' In The EV Automotive Value Chain:\"\"SPACs contributed half of the $29 billion raised publicly by EV manufacturers, suppliers and charging firms in 2021. EV startups Nikola (NKLA), Lordstown Motors (RIDE), Canoo (GOEV), Faraday Future Intelligent Electric (FFIE), Fisker (FSR), and Lucid Group (LCID) all went public through SPAC deals over the last two years.\"SPACs go public at $10 per share, a price point that serves as a simple benchmark for how those stocks have been received. Of these SPAC companies, only the share price of Lucid Group is above its IPO price at $18.25, as shown in Chart 1.YChartsChart 1Is There a Doctor in the House?In Tables 1-3, I break down the current crop of EV startups by level of funding from all sources and compare each to Tesla (NASDAQ:TSLA). Table 1 shows the first five ranked companies. I don't include Rivian Automotive (RIVN), which would top the list by accumulating $10.7 billion in funding. Rivian's shares are down 65.95% since the IPO in 11/21, and the company continues to struggle. Layoffs at Rivian started in late July 2022 as the company races to cut costs amid a challenging economic climate and pressure to increase production. It delivered 1,227 vehicles in the first quarter and reported 4,467 deliveries in Q2. Rivian is targeting production of 25,000 vehicles this year, half of its initial production guidance for 2022.Table 1 shows significant variations in financial metrics among the five companies. TSLA shows positive TTM revenue, Net Income, and Gross Profit. All the startups reported TTM Revenue, but only Li Auto (LI) reported a positive Net Income and Gross Profit.Lucid Group was the top fund raiser on this list. Lucid delivered 360 EVs, helping to account for $57.7 million in revenue in Q1 2022, but revised its 2022 production volume outlook to a range of 6K to 7K vehicles following the release of itsQ2 results. Guidance earlier in the year was for production volume of 12K to 14K vehicles.China's NIO (NIO) delivered 25,059 electric cars in Q2, which is slightly above the guidance of 23,000-25,000. So far this year, NIO globally sold 50,827 electric cars. But NIO reported a loss from operations was RMB2,445.1 million (US$383.7 million) in the fourth quarter of 2021, representing an increase of 162.5% from the fourth quarter of 2020 and an increase of 146.5% from the third quarter of 2021.Seeking AlphaChart 2 shows a similar story based on one-year share price percent change for the companies listed in Table 1. TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. LI share price was -1.65%. NIO share price is down 55.84% showing investors the COVID situation in China remains fluid and EV shares in general remain under a cloud amid rising interest rates and fears of a global recession.YChartsChart 2Table 2 shows TSLA compared with startups ranked #5-8 based on level of funding. Only Fisker reported TTM revenues of just $96,000. Wall Street was initially attracted to its asset-light business model based on contract manufacturing. However, declining investor appetite for pre-revenue companies has taken the focus away from companies like Fisker.That will change as the Fisker Ocean is set to start production in November 2022 and sold exclusively through the Fisker app. According to the company, reservations for the Ocean electric SUV surpassed 50,000, a significant rise from the 40,000 preorders announced in early April. The Ocean with the base Sport trim priced at $37,499 before incentives.Seeking AlphaChart 3 shows one-year share price percent change for the companies listed in Table 2. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. FSR share price is down 40.57%. The stock is trading below its IPO price.YChartsChart 3Table 3 shows the remaining EV startups, but funding has not been disclosed. Of the four startups, only Ayro (AYRO) showed positive TTM revenue of just $2.92M but net income was -$32.01M. Ayro has a different business model than the other companies included in this article as it designs and manufactures electric vehicles for closed campus mobility, urban and community transport, local on-demand and last mile delivery, and government use. The company provides four-wheeled purpose-built electric vehicles for universities, business and medical campuses, last mile delivery services, and food service providers.Seeking AlphaChart 4 shows one-year share price percent change for the companies listed in Table 3. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. All others have exhibited large negative double-digit share performance.YChartsChart 4Tesla's PerformanceTesla reported a mixed Q2 earnings report on in its Q2 earnings call on July 20, 2022. Adjusted earnings per share came in at $2.27 vs. $1.81 expected. Revenue missed at $16.93 billion vs. $17.1 billion expected. Chart 5 shows quarterly performance through Q2 2022.YChartsChart 5In Q2 2022, TSLA achieved record production rates across the company, producing more than 258,000 vehicles and delivered 254,695 vehicles. That was below consensus estimates of 266,795 vehicles, and down from 310,048 in 1Q 2022, as the company faced a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited its ability to consistently run our factories at full capacity.While the Shanghai factory was shut down fully and then partially for the majority of Q2, TSLA ended the quarter with a record monthly production level. Recent equipment upgrades will enable the company to continue to increase its production rate further.The Fremont Factory made a record number of vehicles in Q2. I see opportunities for further production rate improvements. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow.Gigafactory Berlin-Brandenburg reached an important milestone of over 1,000 cars produced in a single week while achieving positive gross margin during the quarter. Tesla expect the production rate to continue improving through the rest of the year.Table 4 shows U.S. EV shipments for Q2 2021 and Q2 2022 by model. In Q2, Tesla was the top-selling luxury brand in the U.S., outpacing all the established names: Audi, BMW, Cadillac, Lexus, Mercedes-Benz, as seen in Table 4.EV sales as a percentage of total automobile sales. In Q2, EV sales accounted for 5.6% of the total market, an increase from 5.3% in Q1. EV share in Q2 2021 was 2.7%. In Q2 2021, there were 19 EV models for sale in the U.S. One year later, the number jumped to 33.Table 4 - Source: Cox AutomotiveCox AutomotiveHowever, as new EV models continue to enter the market, Tesla's share of the EV segment is dropping. Last quarter, it fell to 66.1%, down from 74.6% in Q1 2022, as shown in Table 5. Tesla shipments by model are also shown. Importantly, Tesla is losing market share to traditional automobile companies with EV entrants, rather than the EV startups discussed above.Cox AutomotiveInvestor TakeawayI discussed in my July 27, 2022, Seeking Alpha article entitled \"MOKE + EV Technology Group: The Cost And Value Of 'Brand Equity' In The EV Automotive Value Chain\" that Brand Equity would be critical to growth of a startup. The advantages of Brand Equity, which gives a product competitive edge in the marketplace include:Developing a greater market shareCharging a price premiumEase of RecognitionDifferentiation from the competitionBrand equity can be defined as the additional value that a recognizable brand name adds to a product offering, and is created as customers becoming increasingly and more personally aware of a brand and build a connection with it.None of the EV startups detailed in Tables 1-3 are on the radar in sales in the U.S., Europe, and China. Indeed, the only competition for Tesla in the U.S. and Europe are established automobile companies with EV offerings. China is different with little competition coming from traditional non-Chinese automobile manufacturers with EV offerings, yet Tesla is still within the Top 10 of sales through June 2022.In Chart 7, I show share price for the five EV companies (including TSLA) listed in Table 1, and show EPS for the past one-year period. Indeed, only Tesla has a positive EPS.YChartsChart 7The point of this article is to expand on my thesis in my previous article the importance of Brand Equity. Tesla has achieved Brand Equity, as I showed in that article. But without it, EV startups are struggling. The competition to Tesla outside China is coming from established automobile makers with EV offerings, not these startups.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902360027,"gmtCreate":1659654846071,"gmtModify":1705405998008,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902360027","repostId":"2257189555","repostType":4,"repost":{"id":"2257189555","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1659654812,"share":"https://ttm.financial/m/news/2257189555?lang=&edition=fundamental","pubTime":"2022-08-05 07:13","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Mixed as Investors Eye Payrolls Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2257189555","media":"Reuters","summary":"* Dow down 0.18%, S&P 500 down 0.01%, Nasdaq up 0.38%* Energy stocks down as oil slumps to pre-Ukrai","content":"<html><head></head><body><p>* Dow down 0.18%, S&amp;P 500 down 0.01%, Nasdaq up 0.38%</p><p>* Energy stocks down as oil slumps to pre-Ukraine war level</p><p>* Eyes on Friday&#39;s nonfarm payrolls report</p><p>Aug 4 (Reuters) - Wall Street&#39;s main indexes ended mixed on Thursday as gains in high-growth stocks offset losses in energy shares, with investors looking ahead to monthly jobs report for clues on the pace of interest rate hikes by the Federal Reserve.</p><p>The tech-heavy Nasdaq hit a fresh three-month high, led by Amazon.com Inc    and Advanced Micro Devices   , while losses in Apple Inc    and energy stocks including Exxon Mobil    weighed on the S&amp;P 500.</p><p>Worries about a slowing global economy pushed oil prices to their lowest since before Russia&#39;s February invasion of Ukraine and U.S. bond yields slipped after the Bank of England warned of a long recession.</p><p>Strong earnings reports and data showing a surprise pick up in services sector activity sent the main indexes sharply higher in the previous session.</p><p>&#34;The market is looking for direction after a strong bounce that relieved the deep pessimism that had permeated the markets,&#34; Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>&#34;Many signs indicate that inflation has peaked, and the question now turns to how quickly it will come down or whether stickier components will keep it higher than the Fed is comfortable with.&#34;</p><p>Focus will be on Friday&#39;s closely watched U.S. employment report, which is expected to show nonfarm payrolls increased by 250,000 jobs last month, after rising by 372,000 jobs in June.</p><p>Any signs of strength in the labor market could into feed fears of aggressive measures by the Fed.</p><p>Cleveland Fed President Loretta Mester, a voting member of the rate-setting panel, reiterated the need to see several months of inflation coming back down toward the Fed&#39;s 2% target before policymakers feel they can let up on tightening monetary policy.</p><p>The S&amp;P 500 has gained about 14% from its mid-June lows, but is still down about 13% for the year on concerns around the fallout of the Ukraine war, soaring inflation, COVID-19 flare-ups in China and an aggressive rise in interest rates.</p><p>According to preliminary data, The Dow Jones Industrial Average    fell 85.31 points, or 0.26%, to 32,727.19, the S&amp;P 500  lost 3.15 points, or 0.08%, to 4,152.02 and the Nasdaq Composite added 52.42 points, or 0.41%, to 12,720.58.</p><p>Shares of crypto exchange Coinbase Global Inc    jumped after it announced a tieup with BlackRock to provide its institutional clients access to crypto trading and custody services.</p><p>Health insurer Cigna Corp  gained after raising its annual profit forecast.</p><p>Drugmaker Eli Lilly and Co slipped as it cut annual profit view for the second time.</p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>  said it would make its first-ever bond offering.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Mixed as Investors Eye Payrolls Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Mixed as Investors Eye Payrolls Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-05 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Dow down 0.18%, S&amp;P 500 down 0.01%, Nasdaq up 0.38%</p><p>* Energy stocks down as oil slumps to pre-Ukraine war level</p><p>* Eyes on Friday&#39;s nonfarm payrolls report</p><p>Aug 4 (Reuters) - Wall Street&#39;s main indexes ended mixed on Thursday as gains in high-growth stocks offset losses in energy shares, with investors looking ahead to monthly jobs report for clues on the pace of interest rate hikes by the Federal Reserve.</p><p>The tech-heavy Nasdaq hit a fresh three-month high, led by Amazon.com Inc    and Advanced Micro Devices   , while losses in Apple Inc    and energy stocks including Exxon Mobil    weighed on the S&amp;P 500.</p><p>Worries about a slowing global economy pushed oil prices to their lowest since before Russia&#39;s February invasion of Ukraine and U.S. bond yields slipped after the Bank of England warned of a long recession.</p><p>Strong earnings reports and data showing a surprise pick up in services sector activity sent the main indexes sharply higher in the previous session.</p><p>&#34;The market is looking for direction after a strong bounce that relieved the deep pessimism that had permeated the markets,&#34; Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>&#34;Many signs indicate that inflation has peaked, and the question now turns to how quickly it will come down or whether stickier components will keep it higher than the Fed is comfortable with.&#34;</p><p>Focus will be on Friday&#39;s closely watched U.S. employment report, which is expected to show nonfarm payrolls increased by 250,000 jobs last month, after rising by 372,000 jobs in June.</p><p>Any signs of strength in the labor market could into feed fears of aggressive measures by the Fed.</p><p>Cleveland Fed President Loretta Mester, a voting member of the rate-setting panel, reiterated the need to see several months of inflation coming back down toward the Fed&#39;s 2% target before policymakers feel they can let up on tightening monetary policy.</p><p>The S&amp;P 500 has gained about 14% from its mid-June lows, but is still down about 13% for the year on concerns around the fallout of the Ukraine war, soaring inflation, COVID-19 flare-ups in China and an aggressive rise in interest rates.</p><p>According to preliminary data, The Dow Jones Industrial Average    fell 85.31 points, or 0.26%, to 32,727.19, the S&amp;P 500  lost 3.15 points, or 0.08%, to 4,152.02 and the Nasdaq Composite added 52.42 points, or 0.41%, to 12,720.58.</p><p>Shares of crypto exchange Coinbase Global Inc    jumped after it announced a tieup with BlackRock to provide its institutional clients access to crypto trading and custody services.</p><p>Health insurer Cigna Corp  gained after raising its annual profit forecast.</p><p>Drugmaker Eli Lilly and Co slipped as it cut annual profit view for the second time.</p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>  said it would make its first-ever bond offering.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257189555","content_text":"* Dow down 0.18%, S&P 500 down 0.01%, Nasdaq up 0.38%* Energy stocks down as oil slumps to pre-Ukraine war level* Eyes on Friday's nonfarm payrolls reportAug 4 (Reuters) - Wall Street's main indexes ended mixed on Thursday as gains in high-growth stocks offset losses in energy shares, with investors looking ahead to monthly jobs report for clues on the pace of interest rate hikes by the Federal Reserve.The tech-heavy Nasdaq hit a fresh three-month high, led by Amazon.com Inc    and Advanced Micro Devices   , while losses in Apple Inc    and energy stocks including Exxon Mobil    weighed on the S&P 500.Worries about a slowing global economy pushed oil prices to their lowest since before Russia's February invasion of Ukraine and U.S. bond yields slipped after the Bank of England warned of a long recession.Strong earnings reports and data showing a surprise pick up in services sector activity sent the main indexes sharply higher in the previous session.\"The market is looking for direction after a strong bounce that relieved the deep pessimism that had permeated the markets,\" Yung-Yu Ma, chief investment strategist at BMO Wealth Management.\"Many signs indicate that inflation has peaked, and the question now turns to how quickly it will come down or whether stickier components will keep it higher than the Fed is comfortable with.\"Focus will be on Friday's closely watched U.S. employment report, which is expected to show nonfarm payrolls increased by 250,000 jobs last month, after rising by 372,000 jobs in June.Any signs of strength in the labor market could into feed fears of aggressive measures by the Fed.Cleveland Fed President Loretta Mester, a voting member of the rate-setting panel, reiterated the need to see several months of inflation coming back down toward the Fed's 2% target before policymakers feel they can let up on tightening monetary policy.The S&P 500 has gained about 14% from its mid-June lows, but is still down about 13% for the year on concerns around the fallout of the Ukraine war, soaring inflation, COVID-19 flare-ups in China and an aggressive rise in interest rates.According to preliminary data, The Dow Jones Industrial Average    fell 85.31 points, or 0.26%, to 32,727.19, the S&P 500  lost 3.15 points, or 0.08%, to 4,152.02 and the Nasdaq Composite added 52.42 points, or 0.41%, to 12,720.58.Shares of crypto exchange Coinbase Global Inc    jumped after it announced a tieup with BlackRock to provide its institutional clients access to crypto trading and custody services.Health insurer Cigna Corp  gained after raising its annual profit forecast.Drugmaker Eli Lilly and Co slipped as it cut annual profit view for the second time.Facebook-parent Meta Platforms  said it would make its first-ever bond offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906276195,"gmtCreate":1659568063121,"gmtModify":1705981586733,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906276195","repostId":"2256914940","repostType":4,"repost":{"id":"2256914940","kind":"highlight","pubTimestamp":1659567962,"share":"https://ttm.financial/m/news/2256914940?lang=&edition=fundamental","pubTime":"2022-08-04 07:06","market":"us","language":"en","title":"Lucid Motors Reports Revenue Miss, Slashes Production Target; Shares Plunge 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2256914940","media":"Investing.com","summary":"Lucid Motors fell sharply in post-trading Wednesday after the electric vehicle maker slashed its ful","content":"<html><head></head><body><p>Lucid Motors fell sharply in post-trading Wednesday after the electric vehicle maker slashed its full-year production target and reported mixed second-quarter results as revenue fell short of estimates.</p><p>Lucid Group (NASDAQ:LCID) fell more than 12% in afterhours trading following the report.<img src=\"https://static.tigerbbs.com/734f10c6be645e32970b0077504cd704\" tg-width=\"830\" tg-height=\"830\" width=\"100%\" height=\"auto\"/>The EV maker reported second-quarter loss of 33 cents, narrower than estimates for a loss of 39 cents, but revenue of $97.34 million fell short of estimates for $145.49 million.</p><p>The company halved its full-year production target to range of 6,000 to 7,000 vehicles from a range of 12,000 to 14,000 vehicles previously, flagging &#34;extraordinary supply chain and logistics challenges.&#34;</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Motors Reports Revenue Miss, Slashes Production Target; Shares Plunge 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Motors Reports Revenue Miss, Slashes Production Target; Shares Plunge 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/lucid-motors-reports-revenue-miss-162349774.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucid Motors fell sharply in post-trading Wednesday after the electric vehicle maker slashed its full-year production target and reported mixed second-quarter results as revenue fell short of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/lucid-motors-reports-revenue-miss-162349774.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/lucid-motors-reports-revenue-miss-162349774.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2256914940","content_text":"Lucid Motors fell sharply in post-trading Wednesday after the electric vehicle maker slashed its full-year production target and reported mixed second-quarter results as revenue fell short of estimates.Lucid Group (NASDAQ:LCID) fell more than 12% in afterhours trading following the report.The EV maker reported second-quarter loss of 33 cents, narrower than estimates for a loss of 39 cents, but revenue of $97.34 million fell short of estimates for $145.49 million.The company halved its full-year production target to range of 6,000 to 7,000 vehicles from a range of 12,000 to 14,000 vehicles previously, flagging \"extraordinary supply chain and logistics challenges.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908656665,"gmtCreate":1659392152457,"gmtModify":1705979704638,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908656665","repostId":"1142849270","repostType":4,"repost":{"id":"1142849270","kind":"news","pubTimestamp":1659367195,"share":"https://ttm.financial/m/news/1142849270?lang=&edition=fundamental","pubTime":"2022-08-01 23:19","market":"us","language":"en","title":"Income Obsession Sweeps Across Asset Classes as Stocks Swerve","url":"https://stock-news.laohu8.com/highlight/detail?id=1142849270","media":"Bloomberg","summary":"Dividend ETFs, fixed-income in demand amid equity volatilityFed pivot optimism fuels S&P 500 to best","content":"<html><head></head><body><ul><li>Dividend ETFs, fixed-income in demand amid equity volatility</li><li>Fed pivot optimism fuels S&amp;P 500 to best month since Nov 2020</li></ul><p>Behind the scenes of the latest rebound in stocks is a growing penchant for steady income streams as risk appetite runs hot and cold this year.</p><p>In the $6.6 trillion exchange-traded fund arena, three dividend-focused ETFs rank among the top 10 in terms of equity inflows, according to data compiled by Bloomberg. The leader, the $36.5 billion Schwab US Dividend Equity ETF (ticker SCHD), has only posted five outflows this year.</p><p>In the bond market, a mix of dip-buying behavior and growth concerns has sparked a fierce rally in Treasuries after benchmark yields hit multiyear highs last month. Billions have been funneled into corporate debt, with the S&amp;P 500’s earnings yield holding the slimmest advantage to the average yield on blue-chip bonds in over a decade.</p><p>The demand for coupon-clipping and reliable payouts casts a cautious light on the biggest two-day rally on record following the Federal Reserve’s rate decision. While Fed Chair Jerome Powell on Wednesday raised the potential for smaller rate hikes in the future, skeptics warn that still-high inflation will prevent a pivot and send the economy into a recession. Against that backdrop, it makes sense to play it safe, according to AlphaTrAI’s Max Gokhman.</p><p>“The common denominator is defense,” said Gokhman, the firm’s chief investment officer. “High-quality corporate debt and buying stocks of companies with resilient balance sheets that can afford to pay a consistent dividend without worrying about excess leverage or margin pressure makes sense.”</p><p><img src=\"https://static.tigerbbs.com/e85bc40de18118437b82218c7aeb3032\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>While the S&amp;P 500 has soared 9% in July, on track for its biggest month of gains since November 2020, the index is still down 13% this year. Strong earnings have recently reassured traders, but uncertainty around a US recession and the path of the Fed’s rate hikes has kept traders on their toes.</p><p>The back-and-forth nature of stocks has made bonds more appealing to some investors. The average yield on investment-grade bonds is currently 4.35% while the S&amp;P 500 “pays out” about 4.8% in earnings. That’s close to the smallest gap since 2010.</p><p>“Really where we’re starting to see opportunity is credit markets,” Russ Koesterich, portfolio manager of BlackRock’s global allocation fund, said on Bloomberg Television. “If we’re going to be in an environment where equity is going to be choppy over the next few months, one of the things you can do in your portfolio is you can add carry. You can add income.”</p><p>Relatively high yields on investment-grade bonds means unlike much of the past decade, investors don’t even have to “dive down” in quality for worthwhile returns, according to Karissa McDonough of Community Bank Trust Services. That’s an attractive proposition with recession fears on high alert.</p><p>“In corporate bonds, especially high-quality corporates, we’re seeing over 5% yields in some of those areas, which we haven’t seen in a long time,” McDonough, a fixed-income strategist, said in a Bloomberg Television interview. “That’s real money, real income and a good opportunity as long as you’re selective.”</p><p><img src=\"https://static.tigerbbs.com/daa38c68313f0bc1c0866bde4a87bc3b\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Similarly, a volatile stock market this year has pushed investors toward ETFs that somewhat guarantee a stable income. SCHD, which has garnered nearly $8.3 billion this year, is on track to surpass 2021’s record $9.8 billion haul. And more than $6.3 billion has flowed into the $11.5 billion JPMorgan Equity Premium Income ETF (JEPI) year-to-date, while the $46.1 billion Vanguard High Dividend Yield ETF (VYM) has taken in $6 billion in 2022 -- a record.</p><p>ETF issuers have also been quick to try and capitalize on the trend. Launches and applications for income-oriented funds have multiplied this year, with strategies ranging from buying stocks of dividend-paying companies to selling call options on the S&amp;P 500.</p><p>But the hunt for income isn’t as simple as chasing the stocks with the highest payouts, according to Richard Bernstein Advisors’s Dan Suzuki, whose firm has been adding high-quality dividend stocks and long-duration bonds in recent weeks.</p><p>“High-dividend payers are like high-yield bonds -- there’s a risk priced in that the dividend gets cut,” said Suzuki, the firm’s deputy chief investment officer. But longer-dated Treasuries and higher-quality dividend stocks are “both an attractive way to get defensive in the portfolio.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Income Obsession Sweeps Across Asset Classes as Stocks Swerve</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIncome Obsession Sweeps Across Asset Classes as Stocks Swerve\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-30/income-obsession-sweeps-across-asset-classes-as-stocks-swerve?srnd=etfs><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend ETFs, fixed-income in demand amid equity volatilityFed pivot optimism fuels S&P 500 to best month since Nov 2020Behind the scenes of the latest rebound in stocks is a growing penchant for ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-30/income-obsession-sweeps-across-asset-classes-as-stocks-swerve?srnd=etfs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCHD":"Schwab US Dividend Equity ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-30/income-obsession-sweeps-across-asset-classes-as-stocks-swerve?srnd=etfs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142849270","content_text":"Dividend ETFs, fixed-income in demand amid equity volatilityFed pivot optimism fuels S&P 500 to best month since Nov 2020Behind the scenes of the latest rebound in stocks is a growing penchant for steady income streams as risk appetite runs hot and cold this year.In the $6.6 trillion exchange-traded fund arena, three dividend-focused ETFs rank among the top 10 in terms of equity inflows, according to data compiled by Bloomberg. The leader, the $36.5 billion Schwab US Dividend Equity ETF (ticker SCHD), has only posted five outflows this year.In the bond market, a mix of dip-buying behavior and growth concerns has sparked a fierce rally in Treasuries after benchmark yields hit multiyear highs last month. Billions have been funneled into corporate debt, with the S&P 500’s earnings yield holding the slimmest advantage to the average yield on blue-chip bonds in over a decade.The demand for coupon-clipping and reliable payouts casts a cautious light on the biggest two-day rally on record following the Federal Reserve’s rate decision. While Fed Chair Jerome Powell on Wednesday raised the potential for smaller rate hikes in the future, skeptics warn that still-high inflation will prevent a pivot and send the economy into a recession. Against that backdrop, it makes sense to play it safe, according to AlphaTrAI’s Max Gokhman.“The common denominator is defense,” said Gokhman, the firm’s chief investment officer. “High-quality corporate debt and buying stocks of companies with resilient balance sheets that can afford to pay a consistent dividend without worrying about excess leverage or margin pressure makes sense.”While the S&P 500 has soared 9% in July, on track for its biggest month of gains since November 2020, the index is still down 13% this year. Strong earnings have recently reassured traders, but uncertainty around a US recession and the path of the Fed’s rate hikes has kept traders on their toes.The back-and-forth nature of stocks has made bonds more appealing to some investors. The average yield on investment-grade bonds is currently 4.35% while the S&P 500 “pays out” about 4.8% in earnings. That’s close to the smallest gap since 2010.“Really where we’re starting to see opportunity is credit markets,” Russ Koesterich, portfolio manager of BlackRock’s global allocation fund, said on Bloomberg Television. “If we’re going to be in an environment where equity is going to be choppy over the next few months, one of the things you can do in your portfolio is you can add carry. You can add income.”Relatively high yields on investment-grade bonds means unlike much of the past decade, investors don’t even have to “dive down” in quality for worthwhile returns, according to Karissa McDonough of Community Bank Trust Services. That’s an attractive proposition with recession fears on high alert.“In corporate bonds, especially high-quality corporates, we’re seeing over 5% yields in some of those areas, which we haven’t seen in a long time,” McDonough, a fixed-income strategist, said in a Bloomberg Television interview. “That’s real money, real income and a good opportunity as long as you’re selective.”Similarly, a volatile stock market this year has pushed investors toward ETFs that somewhat guarantee a stable income. SCHD, which has garnered nearly $8.3 billion this year, is on track to surpass 2021’s record $9.8 billion haul. And more than $6.3 billion has flowed into the $11.5 billion JPMorgan Equity Premium Income ETF (JEPI) year-to-date, while the $46.1 billion Vanguard High Dividend Yield ETF (VYM) has taken in $6 billion in 2022 -- a record.ETF issuers have also been quick to try and capitalize on the trend. Launches and applications for income-oriented funds have multiplied this year, with strategies ranging from buying stocks of dividend-paying companies to selling call options on the S&P 500.But the hunt for income isn’t as simple as chasing the stocks with the highest payouts, according to Richard Bernstein Advisors’s Dan Suzuki, whose firm has been adding high-quality dividend stocks and long-duration bonds in recent weeks.“High-dividend payers are like high-yield bonds -- there’s a risk priced in that the dividend gets cut,” said Suzuki, the firm’s deputy chief investment officer. But longer-dated Treasuries and higher-quality dividend stocks are “both an attractive way to get defensive in the portfolio.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908040204,"gmtCreate":1659308426108,"gmtModify":1676536282682,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908040204","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"us","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901584456,"gmtCreate":1659233740575,"gmtModify":1676536274831,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901584456","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"us","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903502860,"gmtCreate":1659051176950,"gmtModify":1676536248735,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903502860","repostId":"2255306989","repostType":4,"repost":{"id":"2255306989","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1659049114,"share":"https://ttm.financial/m/news/2255306989?lang=&edition=fundamental","pubTime":"2022-07-29 06:58","market":"us","language":"en","title":"Wall St Ends up Sharply for 2nd Day; Amazon, Apple Jump After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2255306989","media":"Reuters","summary":"* U.S. economy contracts in the second quarter* Meta Platforms revenue drops for first time* Ford sh","content":"<html><head></head><body><p>* U.S. economy contracts in the second quarter</p><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> revenue drops for first time</p><p>* Ford shares gain after results</p><p>* Indexes: Dow up 1%, S&amp;P 500 up 1.2%, Nasdaq up 1.1%</p><p>NEW YORK, July 28 (Reuters) - U.S. stocks on Thursday rallied for a second day, with all three major indexes ending up more than 1% as data showing a second consecutive quarterly contraction in the economy fueled investor speculation the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>The yield on benchmark 10-year Treasury notes retreated following the data, while utilities and real estate - both of which tend to rise when yields fall - were the day&#39;s best-performing S&amp;P 500 sectors.</p><p>The decline in yields may suggest &#34;that markets think the Fed will have to pivot and move rates lower at some point, maybe in the next 12-month period,&#34; said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>&#34;It does imply the pace of tightening will become more gradual going forward.&#34;</p><p>In addition, the growth forecast for second-quarter earnings has risen this week as more S&amp;P 500 companies reported results and beat analyst expectations. Among them, Ford Motor Co shares jumped 6.1% after it reported a better-than-expected quarterly net income.</p><p>After the closing bell, Amazon.com shares shot up more than 13% as the online retailer reported quarterly sales that beat Wall Street estimates. Amazon.com ended the regular session up 1.1%. Shares of Apple were up more than 3% after hours following the company&#39;s quarterly report and upbeat forecast, and S&amp;P 500 e-mini futures were up 2% late.</p><p>Early in the day, the U.S. Commerce Department said the American economy unexpectedly contracted in the second quarter - the second straight quarterly decline in gross domestic product (GDP) reported by the government.</p><p>The news increased the possibility that the economy was on the cusp of a recession, and some investors said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.</p><p>The Dow Jones Industrial Average rose 332.04 points, or 1.03%, to 32,529.63 the S&amp;P 500 gained 48.82 points, or 1.21%, to 4,072.43 and the Nasdaq Composite added 130.17 points, or 1.08%, to 12,162.59.</p><p>The Nasdaq registered its biggest two-day percentage gain since May 27.</p><p>Stocks had rallied in the previous session when the Fed raised rates and comments by Fed Chairman Jerome Powell eased some worries about the pace of rate hikes.</p><p>&#34;More investors are getting in now because they think at least there&#39;s not going to be any big surprises over the balance of the summer,&#34; as far as rates are concerned, said Alan Lancz, president of Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p>The Fed on Wednesday raised the benchmark overnight rate by three-quarters of a percentage point. The move followed a 75 basis points hike last month and smaller moves in May and March, in an effort by the U.S. central bank to tamp down soaring inflation.</p><p>Investors have expressed concern that inflation and aggressive Fed rate hikes could at some point tip the economy into a recession.</p><p>Among declining stocks, Facebook and Instagram parent Meta Platforms Inc fell 5.2% after it posted its first-ever quarterly drop in revenue.</p><p>Volume on U.S. exchanges was 11.21 billion shares, compared with the 10.86 billion-share average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.56-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 67 new highs and 97 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Ends up Sharply for 2nd Day; Amazon, Apple Jump After Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Ends up Sharply for 2nd Day; Amazon, Apple Jump After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-29 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. economy contracts in the second quarter</p><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> revenue drops for first time</p><p>* Ford shares gain after results</p><p>* Indexes: Dow up 1%, S&amp;P 500 up 1.2%, Nasdaq up 1.1%</p><p>NEW YORK, July 28 (Reuters) - U.S. stocks on Thursday rallied for a second day, with all three major indexes ending up more than 1% as data showing a second consecutive quarterly contraction in the economy fueled investor speculation the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>The yield on benchmark 10-year Treasury notes retreated following the data, while utilities and real estate - both of which tend to rise when yields fall - were the day&#39;s best-performing S&amp;P 500 sectors.</p><p>The decline in yields may suggest &#34;that markets think the Fed will have to pivot and move rates lower at some point, maybe in the next 12-month period,&#34; said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>&#34;It does imply the pace of tightening will become more gradual going forward.&#34;</p><p>In addition, the growth forecast for second-quarter earnings has risen this week as more S&amp;P 500 companies reported results and beat analyst expectations. Among them, Ford Motor Co shares jumped 6.1% after it reported a better-than-expected quarterly net income.</p><p>After the closing bell, Amazon.com shares shot up more than 13% as the online retailer reported quarterly sales that beat Wall Street estimates. Amazon.com ended the regular session up 1.1%. Shares of Apple were up more than 3% after hours following the company&#39;s quarterly report and upbeat forecast, and S&amp;P 500 e-mini futures were up 2% late.</p><p>Early in the day, the U.S. Commerce Department said the American economy unexpectedly contracted in the second quarter - the second straight quarterly decline in gross domestic product (GDP) reported by the government.</p><p>The news increased the possibility that the economy was on the cusp of a recession, and some investors said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.</p><p>The Dow Jones Industrial Average rose 332.04 points, or 1.03%, to 32,529.63 the S&amp;P 500 gained 48.82 points, or 1.21%, to 4,072.43 and the Nasdaq Composite added 130.17 points, or 1.08%, to 12,162.59.</p><p>The Nasdaq registered its biggest two-day percentage gain since May 27.</p><p>Stocks had rallied in the previous session when the Fed raised rates and comments by Fed Chairman Jerome Powell eased some worries about the pace of rate hikes.</p><p>&#34;More investors are getting in now because they think at least there&#39;s not going to be any big surprises over the balance of the summer,&#34; as far as rates are concerned, said Alan Lancz, president of Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p>The Fed on Wednesday raised the benchmark overnight rate by three-quarters of a percentage point. The move followed a 75 basis points hike last month and smaller moves in May and March, in an effort by the U.S. central bank to tamp down soaring inflation.</p><p>Investors have expressed concern that inflation and aggressive Fed rate hikes could at some point tip the economy into a recession.</p><p>Among declining stocks, Facebook and Instagram parent Meta Platforms Inc fell 5.2% after it posted its first-ever quarterly drop in revenue.</p><p>Volume on U.S. exchanges was 11.21 billion shares, compared with the 10.86 billion-share average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.56-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 67 new highs and 97 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","F":"福特汽车",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","AMZN":"亚马逊","AAPL":"苹果","META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255306989","content_text":"* U.S. economy contracts in the second quarter* Meta Platforms revenue drops for first time* Ford shares gain after results* Indexes: Dow up 1%, S&P 500 up 1.2%, Nasdaq up 1.1%NEW YORK, July 28 (Reuters) - U.S. stocks on Thursday rallied for a second day, with all three major indexes ending up more than 1% as data showing a second consecutive quarterly contraction in the economy fueled investor speculation the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.The yield on benchmark 10-year Treasury notes retreated following the data, while utilities and real estate - both of which tend to rise when yields fall - were the day's best-performing S&P 500 sectors.The decline in yields may suggest \"that markets think the Fed will have to pivot and move rates lower at some point, maybe in the next 12-month period,\" said Mona Mahajan, senior investment strategist at Edward Jones.\"It does imply the pace of tightening will become more gradual going forward.\"In addition, the growth forecast for second-quarter earnings has risen this week as more S&P 500 companies reported results and beat analyst expectations. Among them, Ford Motor Co shares jumped 6.1% after it reported a better-than-expected quarterly net income.After the closing bell, Amazon.com shares shot up more than 13% as the online retailer reported quarterly sales that beat Wall Street estimates. Amazon.com ended the regular session up 1.1%. Shares of Apple were up more than 3% after hours following the company's quarterly report and upbeat forecast, and S&P 500 e-mini futures were up 2% late.Early in the day, the U.S. Commerce Department said the American economy unexpectedly contracted in the second quarter - the second straight quarterly decline in gross domestic product (GDP) reported by the government.The news increased the possibility that the economy was on the cusp of a recession, and some investors said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.The Dow Jones Industrial Average rose 332.04 points, or 1.03%, to 32,529.63 the S&P 500 gained 48.82 points, or 1.21%, to 4,072.43 and the Nasdaq Composite added 130.17 points, or 1.08%, to 12,162.59.The Nasdaq registered its biggest two-day percentage gain since May 27.Stocks had rallied in the previous session when the Fed raised rates and comments by Fed Chairman Jerome Powell eased some worries about the pace of rate hikes.\"More investors are getting in now because they think at least there's not going to be any big surprises over the balance of the summer,\" as far as rates are concerned, said Alan Lancz, president of Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.The Fed on Wednesday raised the benchmark overnight rate by three-quarters of a percentage point. The move followed a 75 basis points hike last month and smaller moves in May and March, in an effort by the U.S. central bank to tamp down soaring inflation.Investors have expressed concern that inflation and aggressive Fed rate hikes could at some point tip the economy into a recession.Among declining stocks, Facebook and Instagram parent Meta Platforms Inc fell 5.2% after it posted its first-ever quarterly drop in revenue.Volume on U.S. exchanges was 11.21 billion shares, compared with the 10.86 billion-share average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.56-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 67 new highs and 97 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909683272,"gmtCreate":1658874669896,"gmtModify":1676536219153,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909683272","repostId":"1146864651","repostType":4,"repost":{"id":"1146864651","kind":"news","pubTimestamp":1658844772,"share":"https://ttm.financial/m/news/1146864651?lang=&edition=fundamental","pubTime":"2022-07-26 22:12","market":"us","language":"en","title":"Booming ETFs That Worry Wall Street Watchdogs Rake In Billions","url":"https://stock-news.laohu8.com/highlight/detail?id=1146864651","media":"Bloomberg","summary":"ETFs that could be deemed “complex” by regulators are growingAllocators navigate rout in everything from rates to stocksTraders are splurging billions of dollars on “complex” ETFs to ride out the crus","content":"<html><head></head><body><ul><li>ETFs that could be deemed “complex” by regulators are growing</li><li>Allocators navigate rout in everything from rates to stocks</li></ul><p>Traders are splurging billions of dollars on “complex” ETFs to ride out the crushing bear market across assets -- just as Wall Street watchdogs threaten intrusive measures to limit retail participation.</p><p>Issuers including ProShares Advisors LLC, Direxion and Innovator ETFs have been flooded with nearly $24 billion of inflows this year into these typically derivatives-powered exchange-traded funds. Investors are navigating the crash in everything from stocks and crypto to fixed income by using the ETFs to bet on more pain or to nab outsize returns during market rebounds.</p><p>The bulk of the trading instruments likely fall under the “complex” banner, an ever-expanding category that includes leveraged and inverse vehicles and -- if regulators get their way -- potentially digital tokens and so-called defined-outcome trades.</p><p>The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the US Securities and Exchange Commission and others.</p><p>“We have this bizarre situation where products have launched and then the SEC staff is saying not to use them,” said Dave Nadig, an ETF expert at data provider and research consultants VettaFi.</p><p>Innovator ETFs, which manages defined-outcome trades that hedge market exposures, is fresh off its first-ever billion-dollar quarter of inflows. A ProShares fund that tracks three-times the inverse performance of the Nasdaq 100 got a record one-day inflow of $460 million last week. Assets in US leveraged and inverse trading ETPs have climbed around 8% from the end of June to $72 billion, according to Bloomberg Intelligence data.</p><p>Meanwhile, the firstsingle-stock ETFslaunched in the US this month, with more than 80 such filings sitting in the SEC’s queue.</p><p>The Financial Industry Regulatory Authority called for comments in April on whether more measures should be introduced to raise the barriers to entry for complex products. After receiving a record12,000, the agency is evaluating whether any rule changes are warranted, said a spokesperson in an email to Bloomberg News.</p><p><img src=\"https://static.tigerbbs.com/29dcf7600f1bcf7b7ffa044d339f38cf\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In an industry defined by rock-bottom fees, it’s inevitable that issuers will attempt to meet that demand with “hyper-narrow, heavily structured products” that command higher expense ratios, according to Nadig. “There’s very little green field left to build straight-forward and low-cost products, so the only things left are more complex products.”</p><p>That’s the case behind the first US single-equity ETFs. AXS Investments launched eight such funds last week with expense ratios of 1.15%, within days of SEC Chair Gary Gensler saying such products “present particular risk” in a press call. Gensler’s warning followed acallfrom Commissioner Caroline Crenshaw for the agency to adopt new rules.</p><p>Yet single-stock funds have been able to list in part thanks to rule changes in 2019 and 2020 that allow leveraged and inverse ETFs to launch without first getting the SEC’s approval. That’s led to the current dynamic where regulators are “simultaneously dissing and approving” these ETFs, Nadig said.</p><p>“Complex doesn’t mean more risky, you just have to understand what it is,” Nadig said. “For example,DBMFand PFIX absolutely are complex, but the right tools for the market we’re in right now.”</p><p>The $440 million iM DBi Managed Futures Strategy ETF (ticker DBMF), which holds futures contracts across commodities and equities, has returned 24% this year thanks to the one-way inflation momentum trade. The $292 million Simplify Interest Rate Hedge ETF (PFIX), which uses options to ride floating interest rates, has gained about 44% in 2022.</p><p><img src=\"https://static.tigerbbs.com/b5ffa4c7317d5b521d77fb3bc5da1deb\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While the S&amp;P 500 has entered bear-market territory, the $175 million Innovator Equity Power Buffer ETF-August (PAUG), which seeks to buffer against the first 15% of losses in the SPDR S&amp;P 500 ETF Trust (SPY) over its 12-month outcome period, has outperformed the fund by 8% since last July.</p><p>“Even though our growth is very good and very strong, it could have been much faster and much better if they had not put this label of complex product on our funds,” said Bruce Bond, chief executive officer at Innovator. “They’ve made it difficult for us to get in established brokerage distribution.”</p><p>Derivatives-heavy products labeled as “complex” by some regulators aren’t necessarily risky, according to Deborah Fuhr, co-founder of ETFGI. But curbing access to certain speculative funds may be no bad thing. She is hoping Finra will clarify things soon enough.</p><p>“Many people feel that there are a large number of investors who don’t understand how many leveraged and inverse products work,” she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Booming ETFs That Worry Wall Street Watchdogs Rake In Billions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBooming ETFs That Worry Wall Street Watchdogs Rake In Billions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-25/booming-etfs-that-worry-wall-street-watchdogs-rake-in-billions><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ETFs that could be deemed “complex” by regulators are growingAllocators navigate rout in everything from rates to stocksTraders are splurging billions of dollars on “complex” ETFs to ride out the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-25/booming-etfs-that-worry-wall-street-watchdogs-rake-in-billions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBMF":"iMGP DBi Managed Futures Strategy ETF","PAUG":"Innovator U.S. Equity Power Buffer ETF - August","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-25/booming-etfs-that-worry-wall-street-watchdogs-rake-in-billions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146864651","content_text":"ETFs that could be deemed “complex” by regulators are growingAllocators navigate rout in everything from rates to stocksTraders are splurging billions of dollars on “complex” ETFs to ride out the crushing bear market across assets -- just as Wall Street watchdogs threaten intrusive measures to limit retail participation.Issuers including ProShares Advisors LLC, Direxion and Innovator ETFs have been flooded with nearly $24 billion of inflows this year into these typically derivatives-powered exchange-traded funds. Investors are navigating the crash in everything from stocks and crypto to fixed income by using the ETFs to bet on more pain or to nab outsize returns during market rebounds.The bulk of the trading instruments likely fall under the “complex” banner, an ever-expanding category that includes leveraged and inverse vehicles and -- if regulators get their way -- potentially digital tokens and so-called defined-outcome trades.The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the US Securities and Exchange Commission and others.“We have this bizarre situation where products have launched and then the SEC staff is saying not to use them,” said Dave Nadig, an ETF expert at data provider and research consultants VettaFi.Innovator ETFs, which manages defined-outcome trades that hedge market exposures, is fresh off its first-ever billion-dollar quarter of inflows. A ProShares fund that tracks three-times the inverse performance of the Nasdaq 100 got a record one-day inflow of $460 million last week. Assets in US leveraged and inverse trading ETPs have climbed around 8% from the end of June to $72 billion, according to Bloomberg Intelligence data.Meanwhile, the firstsingle-stock ETFslaunched in the US this month, with more than 80 such filings sitting in the SEC’s queue.The Financial Industry Regulatory Authority called for comments in April on whether more measures should be introduced to raise the barriers to entry for complex products. After receiving a record12,000, the agency is evaluating whether any rule changes are warranted, said a spokesperson in an email to Bloomberg News.In an industry defined by rock-bottom fees, it’s inevitable that issuers will attempt to meet that demand with “hyper-narrow, heavily structured products” that command higher expense ratios, according to Nadig. “There’s very little green field left to build straight-forward and low-cost products, so the only things left are more complex products.”That’s the case behind the first US single-equity ETFs. AXS Investments launched eight such funds last week with expense ratios of 1.15%, within days of SEC Chair Gary Gensler saying such products “present particular risk” in a press call. Gensler’s warning followed acallfrom Commissioner Caroline Crenshaw for the agency to adopt new rules.Yet single-stock funds have been able to list in part thanks to rule changes in 2019 and 2020 that allow leveraged and inverse ETFs to launch without first getting the SEC’s approval. That’s led to the current dynamic where regulators are “simultaneously dissing and approving” these ETFs, Nadig said.“Complex doesn’t mean more risky, you just have to understand what it is,” Nadig said. “For example,DBMFand PFIX absolutely are complex, but the right tools for the market we’re in right now.”The $440 million iM DBi Managed Futures Strategy ETF (ticker DBMF), which holds futures contracts across commodities and equities, has returned 24% this year thanks to the one-way inflation momentum trade. The $292 million Simplify Interest Rate Hedge ETF (PFIX), which uses options to ride floating interest rates, has gained about 44% in 2022.While the S&P 500 has entered bear-market territory, the $175 million Innovator Equity Power Buffer ETF-August (PAUG), which seeks to buffer against the first 15% of losses in the SPDR S&P 500 ETF Trust (SPY) over its 12-month outcome period, has outperformed the fund by 8% since last July.“Even though our growth is very good and very strong, it could have been much faster and much better if they had not put this label of complex product on our funds,” said Bruce Bond, chief executive officer at Innovator. “They’ve made it difficult for us to get in established brokerage distribution.”Derivatives-heavy products labeled as “complex” by some regulators aren’t necessarily risky, according to Deborah Fuhr, co-founder of ETFGI. But curbing access to certain speculative funds may be no bad thing. She is hoping Finra will clarify things soon enough.“Many people feel that there are a large number of investors who don’t understand how many leveraged and inverse products work,” she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909030520,"gmtCreate":1658790734060,"gmtModify":1676536206277,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909030520","repostId":"1108375477","repostType":4,"repost":{"id":"1108375477","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658789741,"share":"https://ttm.financial/m/news/1108375477?lang=&edition=fundamental","pubTime":"2022-07-26 06:55","market":"us","language":"en","title":"S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108375477","media":"Reuters","summary":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meetin","content":"<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-26 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","WMT":"沃尔玛",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NEM":"纽曼矿业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108375477","content_text":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meeting from TuesdayMiner Newmont falls after raising annual cost forecastIndexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.\"Right now we're just in a holding pattern waiting for all those developments to play out,\" said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.\"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,\" said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.Recent housing data has suggested the sector may be a harbinger of a cooling economy.Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900841961,"gmtCreate":1658703176854,"gmtModify":1676536192348,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900841961","repostId":"2254296074","repostType":4,"repost":{"id":"2254296074","kind":"highlight","pubTimestamp":1658713622,"share":"https://ttm.financial/m/news/2254296074?lang=&edition=fundamental","pubTime":"2022-07-25 09:47","market":"us","language":"en","title":"Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2254296074","media":"Yahoo Finance","summary":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments a","content":"<html><head></head><body><p>The busiest week of the year for investors is here.</p><p>A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.</p><p>The Federal Reserve&#39;s latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.</p><p>On the earnings side, some of the most S&amp;P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.</p><p><img src=\"https://static.tigerbbs.com/4ada7b243e14854832b5370b492cab57\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Also on spotlight will be Thursday&#39;s advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0257c07b94036425ca0041e05623685c\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua Roberts</span></p><p>All three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&amp;P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.</p><p>Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.</p><p>“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&amp;P 500 is not out of the woods yet.”</p><p>Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.</p><p>If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.</p><p>“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”</p><p>Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.</p><p>“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59626e18211886e9fe5f70ddf13a84e5\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)</span></p><p>Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.</p><p>Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.</p><p>“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.</p><p>In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.</p><p>The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.</p><p>According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.</p><p>On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.</p><p>In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.</p><p>According to FactSet Research, 21% of companies in the S&amp;P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.</p><p>—</p><h2>Economics calendar:</h2><h2></h2><p><b>Monday: </b>Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)</p><p><b>Tuesday:</b> House price index (May), S&amp;P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)</p><p><b>Wednesday: </b>MBA mortgage applications (week ended July 22)<b>, </b>Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conference</p><p><b>Thursday:</b> GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)</p><p><b>Friday:</b> Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)</p><p>—</p><h2>Earnings Calendar:</h2><h2></h2><p><b>Monday: </b>Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)</p><p><b>Tuesday: </b>Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)</p><p><b>Wednesday:</b> Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)</p><p><b>Thursday:</b> Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&amp;E (PCG), Hartford Financial (HIG), Celanese (CE)</p><p><b>Friday: </b>AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","AMZN":"亚马逊","V":"Visa","ROKU":"Roku Inc","UPS":"联合包裹","AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A","KO":"可口可乐","QCOM":"高通","BA":"波音","RYAAY":"Ryanair Holdings plc",".DJI":"道琼斯","CMCSA":"康卡斯特",".IXIC":"NASDAQ Composite","TXN":"德州仪器",".SPX":"S&P 500 Index","INTC":"英特尔","MCD":"麦当劳","F":"福特汽车","MSFT":"微软","GE":"GE航空航天","NXPI":"恩智浦"},"source_url":"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254296074","content_text":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The Federal Reserve's latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.On the earnings side, some of the most S&P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.Also on spotlight will be Thursday's advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua RobertsAll three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&P 500 is not out of the woods yet.”Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics' Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.According to FactSet Research, 21% of companies in the S&P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.—Economics calendar:Monday: Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)Tuesday: House price index (May), S&P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)Wednesday: MBA mortgage applications (week ended July 22), Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conferenceThursday: GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)Friday: Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)—Earnings Calendar:Monday: Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)Tuesday: Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)Wednesday: Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)Thursday: Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&E (PCG), Hartford Financial (HIG), Celanese (CE)Friday: AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077057231,"gmtCreate":1658444360923,"gmtModify":1676536157964,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077057231","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","kind":"news","pubTimestamp":1658416042,"share":"https://ttm.financial/m/news/1146734237?lang=&edition=fundamental","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q2'22 Preview: What Investors Can Expect</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9005659969,"gmtCreate":1642295700166,"gmtModify":1676533698450,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005659969","repostId":"2203201745","repostType":4,"repost":{"id":"2203201745","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow Closes Lower after Disappointing Bank Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Closes Lower after Disappointing Bank Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4083":"家庭装潢零售","BK4567":"ESG概念","GS":"高盛","BK4559":"巴菲特持仓","BK4166":"消费信贷","BK4534":"瑞士信贷持仓","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4504":"桥水持仓","HD":"家得宝","BK4566":"资本集团",".SPX":"S&P 500 Index","AXP":"美国运通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036084529,"gmtCreate":1646951315732,"gmtModify":1676534179720,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036084529","repostId":"2218123147","repostType":4,"repost":{"id":"2218123147","kind":"news","pubTimestamp":1646921140,"share":"https://ttm.financial/m/news/2218123147?lang=&edition=fundamental","pubTime":"2022-03-10 22:05","market":"us","language":"en","title":"Apple's Stock Faces A Steep Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2218123147","media":"seekingalpha","summary":"This story was originally written on March 7 for subscribers of Reading The Markets, an SA Marketpla","content":"<html><head></head><body><p><i>This story was originally written on March 7 for subscribers of Reading The Markets, an SA Marketplace service. This story has been updated as of March 9.</i></p><p>Apple (AAPL) shares have come under pressure in recent weeks, along with the broader equity markets, as the war in Ukraine escalates, sending oil and the dollar surging. That, coupled with the potential for several Fed rate hikes as inflation spirals out of control, is resulting in valuation and multiple compression. Apple is not immune to these macro forces.</p><p>Even the latest Apple event on March 8, with the unveiling of a new iPhone SE, iPad Air, and new Mac Studio, will be enough to change the course of Apple over the near term. The issue with Apple is not the fundamentals of the business. The problem with Apple is that the stock&#39;s valuation is high on a historical basis. Right now, investors are re-pricing risk, leading to board multiple compression across the entire market.</p><h2>AAPL&#39;s Valuation Is Still High</h2><p><img src=\"https://static.tigerbbs.com/62f3bc82f1f7ce23f94e0a25183e9e7b\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Apple&#39;s stock is certainly not cheap, trading at 24.7 it 1-yr Fwd EPS estimates, which doesn&#39;t sound high compared to other stocks in the S&amp;P 500. But it&#39;s very high for Apple on a historical basis. Since 2014, Apple has had an average PE ratio of 16.7. Now it&#39;s reasonable to assume some added multiple expansion over the years due to the company&#39;s addition of its services business. However, despite its decline, the current PE ratio is still more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> standard deviation above the historical average.</p><p>It probably signals a lot more multiple compression to go for Apple&#39;s stock, should the general trend in the broader market continue to hold. That multiple could fall dramatically, potentially to 20 or lower.</p><p>If Apple is forecast to earn around $6.69 per share in 2023 and sees its PE ratio fall to about 20 times earnings, the stock would only be valued at approximately $134. That would be a considerable drop from its current price of roughly $162 on March 9, a decline of about 17.4%.</p><p>The valuation may especially matter given that company is only expected to see earnings grow 9.6% in the fiscal year 2022 and 6.8% in the fiscal year 2023, which doesn&#39;t justify the historically high valuation.</p><p><img src=\"https://static.tigerbbs.com/bf1a8ddea8fbe028617f8f659fd46cae\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><h2>Betting Shares Drops</h2><p>This type of thinking could have led someone to make a massive bet that Apple&#39;s stock will see lower prices soon. On March 7, the April 14 $150 puts saw their open interest rise by an eye-popping 45,000 contracts. The data shows the contracts were bought on the ASK at various prices during the trading session on March 4 for around $3. That would imply that the stock would need to fall below $147 for the trader to profit if holding the contracts until the expiration date.</p><h2>Trends Breaking Down</h2><p>The technical chart does not look strong and shows that prices have been declining and approaching a critical long-term uptrend that started in May. The technical pattern itself is a rising broadening wedge, which tends to be a bearish pattern. A break of that uptrend would result in the stock falling to around $149, the next level of crucial support for the equity. Additionally, the relative strength index is trending lower, suggesting a loss of bullish momentum.</p><p><img src=\"https://static.tigerbbs.com/b4bb2f209fcb045281afe14f2543d6c7\" tg-width=\"640\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>Tradingview</p><p>The decline in Apple shares may have nothing to do with the fundamentals of the business, which seem pretty strong right now, especially in the face of the strong product line-up. The company has recently started rolling out its chip designs into its Mac and iPad line-ups. Plus, the recent event showed the addition of a new Mac.</p><p>None of this is to say that Apple doesn&#39;t have a strong path forward in the future. It does. At this point, the macro backdrop has shifted, resulting in changes in the stock&#39;s valuation.</p><p>It&#39;s more likely that Apple will fall victim to changing market dynamics that favor further multiple compression, not due to the strength and positioning of the company.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Stock Faces A Steep Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Stock Faces A Steep Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4494129-apples-stock-faces-a-steep-sell-off><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This story was originally written on March 7 for subscribers of Reading The Markets, an SA Marketplace service. This story has been updated as of March 9.Apple (AAPL) shares have come under pressure ...</p>\n\n<a href=\"https://seekingalpha.com/article/4494129-apples-stock-faces-a-steep-sell-off\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://seekingalpha.com/article/4494129-apples-stock-faces-a-steep-sell-off","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2218123147","content_text":"This story was originally written on March 7 for subscribers of Reading The Markets, an SA Marketplace service. This story has been updated as of March 9.Apple (AAPL) shares have come under pressure in recent weeks, along with the broader equity markets, as the war in Ukraine escalates, sending oil and the dollar surging. That, coupled with the potential for several Fed rate hikes as inflation spirals out of control, is resulting in valuation and multiple compression. Apple is not immune to these macro forces.Even the latest Apple event on March 8, with the unveiling of a new iPhone SE, iPad Air, and new Mac Studio, will be enough to change the course of Apple over the near term. The issue with Apple is not the fundamentals of the business. The problem with Apple is that the stock's valuation is high on a historical basis. Right now, investors are re-pricing risk, leading to board multiple compression across the entire market.AAPL's Valuation Is Still HighBloombergApple's stock is certainly not cheap, trading at 24.7 it 1-yr Fwd EPS estimates, which doesn't sound high compared to other stocks in the S&P 500. But it's very high for Apple on a historical basis. Since 2014, Apple has had an average PE ratio of 16.7. Now it's reasonable to assume some added multiple expansion over the years due to the company's addition of its services business. However, despite its decline, the current PE ratio is still more than one standard deviation above the historical average.It probably signals a lot more multiple compression to go for Apple's stock, should the general trend in the broader market continue to hold. That multiple could fall dramatically, potentially to 20 or lower.If Apple is forecast to earn around $6.69 per share in 2023 and sees its PE ratio fall to about 20 times earnings, the stock would only be valued at approximately $134. That would be a considerable drop from its current price of roughly $162 on March 9, a decline of about 17.4%.The valuation may especially matter given that company is only expected to see earnings grow 9.6% in the fiscal year 2022 and 6.8% in the fiscal year 2023, which doesn't justify the historically high valuation.BloombergBetting Shares DropsThis type of thinking could have led someone to make a massive bet that Apple's stock will see lower prices soon. On March 7, the April 14 $150 puts saw their open interest rise by an eye-popping 45,000 contracts. The data shows the contracts were bought on the ASK at various prices during the trading session on March 4 for around $3. That would imply that the stock would need to fall below $147 for the trader to profit if holding the contracts until the expiration date.Trends Breaking DownThe technical chart does not look strong and shows that prices have been declining and approaching a critical long-term uptrend that started in May. The technical pattern itself is a rising broadening wedge, which tends to be a bearish pattern. A break of that uptrend would result in the stock falling to around $149, the next level of crucial support for the equity. Additionally, the relative strength index is trending lower, suggesting a loss of bullish momentum.TradingviewThe decline in Apple shares may have nothing to do with the fundamentals of the business, which seem pretty strong right now, especially in the face of the strong product line-up. The company has recently started rolling out its chip designs into its Mac and iPad line-ups. Plus, the recent event showed the addition of a new Mac.None of this is to say that Apple doesn't have a strong path forward in the future. It does. At this point, the macro backdrop has shifted, resulting in changes in the stock's valuation.It's more likely that Apple will fall victim to changing market dynamics that favor further multiple compression, not due to the strength and positioning of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014106716,"gmtCreate":1649630225672,"gmtModify":1676534538408,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014106716","repostId":"2225524274","repostType":4,"repost":{"id":"2225524274","kind":"highlight","pubTimestamp":1649462464,"share":"https://ttm.financial/m/news/2225524274?lang=&edition=fundamental","pubTime":"2022-04-09 08:01","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2225524274","media":"Motley Fool","summary":"The math adds up if these companies can keep performing.","content":"<html><head></head><body><p>Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen overnight.</p><p>In investing, becoming a millionaire takes time. Buying shares of high-performing companies can, over time, produce life-changing gains. <b>The</b> <b>Trade</b> <b>Desk</b>, <b>Paycom Software</b>, and <b>Align</b> <b>Technology</b> are three that I believe have that potential.</p><p>Let&#39;s look at their earnings, growth rates, and valuations to see how they could transform a $100,000 portfolio into a seven-figure retirement nest egg over the next decade.</p><h2>1. The Trade Desk</h2><p>There is an old saying in the advertising business that half of ad spending is wasted, but nobody knows which half. The Trade Desk is eliminating that waste with its data-driven self-service platform. Its customers manage their ad spending on more than 500 billion digital opportunities per day. The goal is to help customers make the most intelligent ad-buying decisions and provide them with an abundance of performance feedback. In today&#39;s digital economy, it&#39;s invaluable.</p><p>And business is growing like a weed. Earnings per share (EPS) are expected to climb more than 23% next year. That&#39;s a reasonable rate to use in our calculation. The company has grown revenue 375% over the past five years. Also, gross spend on Trade Desk&#39;s platform climbed 47% last year to $6.2 billion. And management pegs the global ad-spend opportunity at $750 billion, with about $50 billion in display advertising. That offers plenty of room to grow for years.</p><p><img src=\"https://static.tigerbbs.com/3105e52ee3274f0a262bd444d428b18f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TTD revenue (TTM). Data by YCharts. TTM = trailing 12 months.</p><p>Wall Street sees the potential. The Trade Desk&#39;s price-to-earnings (P/E) ratio has varied between 40 and 120 over the past few years. We&#39;ll use 50 for our calculations.</p><p>Doing the math on an initial investment of $33,333.33 (a third of the $100,000) leads to a stake in The Trade Desk worth almost $190,000 in 2032. That relies on bold assumptions. But they are well within what the company has delivered so far.</p><h2>2. Paycom</h2><p>Paycom offers businesses a platform to manage employee payroll, time and attendance, and benefits administration, among other things. Its product was built for the cloud. That&#39;s different from many traditional human capital management (HCM) vendors that have pieced together acquired software over the years.</p><p>Customers can clearly tell the difference. Paycom topped $1 billion in revenue last year for the first time, a 26% increase over 2020. Most importantly, that revenue is recurring and sticky. Revenue retention was 94% in 2021. Customers stick around once they start using the platform.</p><p>Before the pandemic, Paycom&#39;s top line was expanding between 30% and 45% each year. We&#39;ll use last year&#39;s 26% for our calculation and apply a multiple of 60 times earnings. That seems high. But shares have stayed within a range of 50 to 100 times earnings over the years.</p><p>For Paycom, that <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the $100,000 hypothetically invested in 2022 turns into more than $350,000 a decade from now. That would make it a 10-bagger. While it might seem unlikely, if the market continues to reward predictable revenue, and Paycom continues to grow, it&#39;s possible. After all, its $1.1 billion in 2021 revenue is a drop in the bucket of an HCM market that is predicted to reach $47 billion by 2029.</p><h2>3. Align Technology</h2><p>The company best known for its Invisalign clear teeth-straightening system is actually a vertically integrated combination of several businesses. They all help people get straighter teeth faster, and orthodontists and dentists see more clients every year. It also provides scanners and software -- two acquisitions -- that help practitioners develop and communicate a plan for patients.</p><p>The growth opportunity is tremendous. Management estimates 500 million potential customers in the world with 21 million orthodontic starts each year -- two-thirds of them teens. For context, it shipped 2.55 million aligners last year.</p><p>Align is the crown jewel in our attempt to grow a million-dollar portfolio. The $33,333.33 invested in it could grow over the next 10 years into $461,000. That&#39;s assuming the $12.50 analysts expect this year grows at the midpoint of management&#39;s long-term guidance of 20% to 30% a year. Similar to the other two stocks, Align typically trades at a premium. We&#39;ll use 50 times earnings, slightly above the bottom of the 40 to 100 historical P/E range. It&#39;s an amazing potential return when running the numbers.</p><h2>&#34;It&#39;s tough to make predictions, especially about the future&#34;</h2><p>That quote from Yankees legend Yogi Berra underscores a key point in the analysis above. No one knows what the world is going to look like in 10 years. Investors with a long-term mindset need to block out the noise without being irresponsible.</p><p>The Trade Desk, Paycom, and Align have all grown rapidly while turning a profit. I expect that to continue. If the assumptions hold, a $100,000 investment will be worth $1 million in 10 short years.</p><p><img src=\"https://static.tigerbbs.com/0b4adf9eeb7896d353fe014f3f351429\" tg-width=\"700\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Calculations and chart by author.</p><p>It&#39;s an interesting exercise that relies on the past as a guide. If the performance changes, so can the outcome. That&#39;s why it&#39;s best to build a diversified portfolio of a lot more than three stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCM":"和黄医药","BK4531":"中概回港概念","TTM":"塔塔汽车","BK4523":"印度概念","BK4007":"制药","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225524274","content_text":"Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen overnight.In investing, becoming a millionaire takes time. Buying shares of high-performing companies can, over time, produce life-changing gains. The Trade Desk, Paycom Software, and Align Technology are three that I believe have that potential.Let's look at their earnings, growth rates, and valuations to see how they could transform a $100,000 portfolio into a seven-figure retirement nest egg over the next decade.1. The Trade DeskThere is an old saying in the advertising business that half of ad spending is wasted, but nobody knows which half. The Trade Desk is eliminating that waste with its data-driven self-service platform. Its customers manage their ad spending on more than 500 billion digital opportunities per day. The goal is to help customers make the most intelligent ad-buying decisions and provide them with an abundance of performance feedback. In today's digital economy, it's invaluable.And business is growing like a weed. Earnings per share (EPS) are expected to climb more than 23% next year. That's a reasonable rate to use in our calculation. The company has grown revenue 375% over the past five years. Also, gross spend on Trade Desk's platform climbed 47% last year to $6.2 billion. And management pegs the global ad-spend opportunity at $750 billion, with about $50 billion in display advertising. That offers plenty of room to grow for years.TTD revenue (TTM). Data by YCharts. TTM = trailing 12 months.Wall Street sees the potential. The Trade Desk's price-to-earnings (P/E) ratio has varied between 40 and 120 over the past few years. We'll use 50 for our calculations.Doing the math on an initial investment of $33,333.33 (a third of the $100,000) leads to a stake in The Trade Desk worth almost $190,000 in 2032. That relies on bold assumptions. But they are well within what the company has delivered so far.2. PaycomPaycom offers businesses a platform to manage employee payroll, time and attendance, and benefits administration, among other things. Its product was built for the cloud. That's different from many traditional human capital management (HCM) vendors that have pieced together acquired software over the years.Customers can clearly tell the difference. Paycom topped $1 billion in revenue last year for the first time, a 26% increase over 2020. Most importantly, that revenue is recurring and sticky. Revenue retention was 94% in 2021. Customers stick around once they start using the platform.Before the pandemic, Paycom's top line was expanding between 30% and 45% each year. We'll use last year's 26% for our calculation and apply a multiple of 60 times earnings. That seems high. But shares have stayed within a range of 50 to 100 times earnings over the years.For Paycom, that one-third of the $100,000 hypothetically invested in 2022 turns into more than $350,000 a decade from now. That would make it a 10-bagger. While it might seem unlikely, if the market continues to reward predictable revenue, and Paycom continues to grow, it's possible. After all, its $1.1 billion in 2021 revenue is a drop in the bucket of an HCM market that is predicted to reach $47 billion by 2029.3. Align TechnologyThe company best known for its Invisalign clear teeth-straightening system is actually a vertically integrated combination of several businesses. They all help people get straighter teeth faster, and orthodontists and dentists see more clients every year. It also provides scanners and software -- two acquisitions -- that help practitioners develop and communicate a plan for patients.The growth opportunity is tremendous. Management estimates 500 million potential customers in the world with 21 million orthodontic starts each year -- two-thirds of them teens. For context, it shipped 2.55 million aligners last year.Align is the crown jewel in our attempt to grow a million-dollar portfolio. The $33,333.33 invested in it could grow over the next 10 years into $461,000. That's assuming the $12.50 analysts expect this year grows at the midpoint of management's long-term guidance of 20% to 30% a year. Similar to the other two stocks, Align typically trades at a premium. We'll use 50 times earnings, slightly above the bottom of the 40 to 100 historical P/E range. It's an amazing potential return when running the numbers.\"It's tough to make predictions, especially about the future\"That quote from Yankees legend Yogi Berra underscores a key point in the analysis above. No one knows what the world is going to look like in 10 years. Investors with a long-term mindset need to block out the noise without being irresponsible.The Trade Desk, Paycom, and Align have all grown rapidly while turning a profit. I expect that to continue. If the assumptions hold, a $100,000 investment will be worth $1 million in 10 short years.Calculations and chart by author.It's an interesting exercise that relies on the past as a guide. If the performance changes, so can the outcome. That's why it's best to build a diversified portfolio of a lot more than three stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033052188,"gmtCreate":1646173543249,"gmtModify":1676534097298,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033052188","repostId":"1166187128","repostType":4,"repost":{"id":"1166187128","kind":"news","pubTimestamp":1646148355,"share":"https://ttm.financial/m/news/1166187128?lang=&edition=fundamental","pubTime":"2022-03-01 23:25","market":"us","language":"en","title":"Powell Seeks to Reassure Lawmakers Fed Will Curb Hot Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1166187128","media":"Bloomberg","summary":"Russia’s invasion clouds price outlook with threat to oilChair is likely to stress flexibility in fa","content":"<html><head></head><body><ul><li>Russia’s invasion clouds price outlook with threat to oil</li><li>Chair is likely to stress flexibility in face of uncertainties</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/988909b2d1a85fa4bc8013c55c47f251\" tg-width=\"2000\" tg-height=\"1334\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell after testifying before a Senate Banking hearing in Washington. Photographer: Samuel Corum/Bloomberg</span></p><p>Federal Reserve Chair Jerome Powell will try to reassure lawmakers this week that the central bank will act to curb the hottest inflation in four decades while remaining flexible in the face of uncertainty posed by Russia’s invasion of Ukraine.</p><p>Powell, in semiannual monetary-policy testimony to House and Senate panels starting Wednesday, is likely to signal the U.S. central bank will go ahead with plans for raising interest rates in March, with traders parsing his comments for hints of a potential half percentage-point move.</p><p>At the same time, he may acknowledge the risks created by the conflict, which has triggered one of the worst security crises in Europe since World War II and caused oil prices to jump -- are complicating the Fed’s job.</p><p>Officials have to contend with potentially stagflationary fallout from the invasion. Higher oil prices -- which have surged since the attack -- could dim demand by denting spending power if that leads to higher prices at the gas pump, but will also push headline inflation higher.</p><p>Adding to the uncertainty is Powell’s own position: He’s currently serving as chair “pro tempore” while awaiting Senate confirmation to a second term. His and other Fed nominations remain stalled over Republican opposition to President Joe Biden’s pick of Sarah Bloom Raskin for Fed vice chair of supervision.</p><p><img src=\"https://static.tigerbbs.com/cf2df843ab88356891a4fc6ca89c88d5\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>“Powell will be teeing up liftoff, but also he is going to convey a high sense of uncertainty,” said Ethan Harris, head of global economics research at Bank of America Corp., who’s predicting a quarter-point move in March. “He needs to give a balanced talk that expresses concern about inflation and recognizes the strength in economic growth but says we don’t need to rush and there are uncertainties out there.”</p><p>Fed officials in the wake of the Russian invasion have signaled their readiness to raise interest rates when they meet March 15-16 to confront inflation, while keeping their options open on how far or how fast they move following liftoff.</p><p>What Bloomberg Economics Says...</p><blockquote>“Bloomberg Economics expects Powell to sound vigilant on inflation, but ultimately favor the gradualist approach to rate hikes due to elevated market uncertainty from the Russia-Ukraine crisis. He will not provide an explicit endorsement of a 50-basis-point hike for the March meeting, in our view. Bloomberg Economics expects the Fed to deliver a 25 basis-point hike in March.”</blockquote><blockquote>--Anna Wong, Yelena Shulyatyeva, Andrew Husby and Eliza Winger (Bloomberg economists)</blockquote><p>“This is the Fed’s nightmare scenario, as we are pouring fuel onto an already well-kindled fire of inflation,” said Diane Swonk, chief economist for consultancy Grant Thornton. “The situation has eerie similarities to the 1970s, with external oil shock threatening a more entrenched and vicious inflation cycle.”</p><p>Traders and economists alike still see the Fed kicking off rate hikes in March and a quarter-point increase is fully priced in. But bets of a bigger half-point move have been scaled back drastically as investors assess the likely impact of the Russian aggression on growth and Fed policy in the months ahead.</p><p><img src=\"https://static.tigerbbs.com/1805d674815e6e00637b695f54c9aa5c\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>Atlanta Fed President Raphael Bostic on Mondaysaidthat he is still in favor of raising rates by 25 basis points in March and was open to discussing a 50 basis-point increase if inflation data between now and the meeting comes in too hot.</p><p>Officials left rates near zero in January but said they were ready to raise them “soon.” Powell’s post-meeting press conference was viewed as as hawkish at the time, leading some investors to anticipate a half-point move, but he was expected to strike a more careful tone during his testimony.</p><p>“He will be more cautious given the financial market nervousness created by the Russian military assault and this will likely cement expectations for a 25 basis point rate increase,” said James Knightley, chief international economist at ING.</p><p>Data on Friday showed the Fed’s preferred gauge of price pressures rising 6.1% in the 12 months through January -- three times the 2% target and the most since 1982. Another measure, the consumer price index, has shown a larger 7.5% gain, and the February CPI report will be released March 10. Officials get another important piece of evidence Friday with the February employment report.</p><p>While inflation will be a focus, lawmakers could also ask Powell about the role of the Fed in implementing sanctions on Russians through the central bank’s payment system, said John Silvia, founder of Dynamic Economic Strategy and former chief economist at the Senate banking panel.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Seeks to Reassure Lawmakers Fed Will Curb Hot Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell Seeks to Reassure Lawmakers Fed Will Curb Hot Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-01/powell-seeks-to-reassure-lawmakers-fed-will-curb-hot-inflation?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Russia’s invasion clouds price outlook with threat to oilChair is likely to stress flexibility in face of uncertaintiesJerome Powell after testifying before a Senate Banking hearing in Washington. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-01/powell-seeks-to-reassure-lawmakers-fed-will-curb-hot-inflation?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-01/powell-seeks-to-reassure-lawmakers-fed-will-curb-hot-inflation?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166187128","content_text":"Russia’s invasion clouds price outlook with threat to oilChair is likely to stress flexibility in face of uncertaintiesJerome Powell after testifying before a Senate Banking hearing in Washington. Photographer: Samuel Corum/BloombergFederal Reserve Chair Jerome Powell will try to reassure lawmakers this week that the central bank will act to curb the hottest inflation in four decades while remaining flexible in the face of uncertainty posed by Russia’s invasion of Ukraine.Powell, in semiannual monetary-policy testimony to House and Senate panels starting Wednesday, is likely to signal the U.S. central bank will go ahead with plans for raising interest rates in March, with traders parsing his comments for hints of a potential half percentage-point move.At the same time, he may acknowledge the risks created by the conflict, which has triggered one of the worst security crises in Europe since World War II and caused oil prices to jump -- are complicating the Fed’s job.Officials have to contend with potentially stagflationary fallout from the invasion. Higher oil prices -- which have surged since the attack -- could dim demand by denting spending power if that leads to higher prices at the gas pump, but will also push headline inflation higher.Adding to the uncertainty is Powell’s own position: He’s currently serving as chair “pro tempore” while awaiting Senate confirmation to a second term. His and other Fed nominations remain stalled over Republican opposition to President Joe Biden’s pick of Sarah Bloom Raskin for Fed vice chair of supervision.“Powell will be teeing up liftoff, but also he is going to convey a high sense of uncertainty,” said Ethan Harris, head of global economics research at Bank of America Corp., who’s predicting a quarter-point move in March. “He needs to give a balanced talk that expresses concern about inflation and recognizes the strength in economic growth but says we don’t need to rush and there are uncertainties out there.”Fed officials in the wake of the Russian invasion have signaled their readiness to raise interest rates when they meet March 15-16 to confront inflation, while keeping their options open on how far or how fast they move following liftoff.What Bloomberg Economics Says...“Bloomberg Economics expects Powell to sound vigilant on inflation, but ultimately favor the gradualist approach to rate hikes due to elevated market uncertainty from the Russia-Ukraine crisis. He will not provide an explicit endorsement of a 50-basis-point hike for the March meeting, in our view. Bloomberg Economics expects the Fed to deliver a 25 basis-point hike in March.”--Anna Wong, Yelena Shulyatyeva, Andrew Husby and Eliza Winger (Bloomberg economists)“This is the Fed’s nightmare scenario, as we are pouring fuel onto an already well-kindled fire of inflation,” said Diane Swonk, chief economist for consultancy Grant Thornton. “The situation has eerie similarities to the 1970s, with external oil shock threatening a more entrenched and vicious inflation cycle.”Traders and economists alike still see the Fed kicking off rate hikes in March and a quarter-point increase is fully priced in. But bets of a bigger half-point move have been scaled back drastically as investors assess the likely impact of the Russian aggression on growth and Fed policy in the months ahead.Atlanta Fed President Raphael Bostic on Mondaysaidthat he is still in favor of raising rates by 25 basis points in March and was open to discussing a 50 basis-point increase if inflation data between now and the meeting comes in too hot.Officials left rates near zero in January but said they were ready to raise them “soon.” Powell’s post-meeting press conference was viewed as as hawkish at the time, leading some investors to anticipate a half-point move, but he was expected to strike a more careful tone during his testimony.“He will be more cautious given the financial market nervousness created by the Russian military assault and this will likely cement expectations for a 25 basis point rate increase,” said James Knightley, chief international economist at ING.Data on Friday showed the Fed’s preferred gauge of price pressures rising 6.1% in the 12 months through January -- three times the 2% target and the most since 1982. Another measure, the consumer price index, has shown a larger 7.5% gain, and the February CPI report will be released March 10. Officials get another important piece of evidence Friday with the February employment report.While inflation will be a focus, lawmakers could also ask Powell about the role of the Fed in implementing sanctions on Russians through the central bank’s payment system, said John Silvia, founder of Dynamic Economic Strategy and former chief economist at the Senate banking panel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817500636,"gmtCreate":1630972837925,"gmtModify":1676530429651,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817500636","repostId":"1174273306","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171517932,"gmtCreate":1626750181126,"gmtModify":1703764471542,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171517932","repostId":"1124508742","repostType":4,"repost":{"id":"1124508742","kind":"news","pubTimestamp":1626749922,"share":"https://ttm.financial/m/news/1124508742?lang=&edition=fundamental","pubTime":"2021-07-20 10:58","market":"us","language":"en","title":"Even as Oil Plunges, Analysts Get More Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1124508742","media":"Barrons","summary":"Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more qu","content":"<p>Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more quickly following&nbsp;an OPEC deal to restore production.</p>\n<p>Despite the drop, the current setup looks as if it could help U.S. shale producers as long as they don’t make the same mistakes they did in the past. In fact, in the past few days analysts have gotten more bullish on names like oil service company&nbsp;Halliburton(HAL) and producerOvintiv(OVV) even amid weakness in oil stocks.</p>\n<p>Brent crude futures, the international benchmark, fell 6.1%, to $69.11 a barrel, the steepest drop since March. If they close at these levels, it would be the first time Brent has traded below $70 since May. West Texas Intermediate crude futures, the U.S. benchmark, fell 6.4%, to $67.24 a barrel, also on pace for their worst decline since March.</p>\n<p>Oil has been rising all year as the vaccine rollout has slowed the spread of Covid-19 in much of the world and demand has rebounded. But the rise of the Delta variant is now worrying investors and causing stocks around the world to slide. If countries are forced to slow their reopenings and block international travel, oil demand is likely to drop.</p>\n<p>As the demand picture worsens, supply looks ready to pick up — potentially leading to an imbalance that hurts prices. On Sunday, the Organization of the Petroleum Exporting Countries and its allies agreed to gradually restore the 5.8 million barrels per day in production that countries had been holding off the market. They will restore production by about 400,000 barrels a day every month until it is fully restored next year.</p>\n<p>“The commodity rally isn’t over just yet, but it will probably take a big break here,” predicts Oanda analyst Edward Moya. “WTI crude’s fundamentals still support another massive move higher, it will just take another month or so to shake off the growing risk aversion theme.”</p>\n<p>The market’s bearish reaction to the OPEC deal may be overblown, because the alternative would almost certainly have been worse. The deal had been delayed because Saudi Arabia and the United Arab Emirates had disagreed about production quotas.</p>\n<p>The larger risk to the market had been that the two countries would split and that OPEC would be unable to hold together. In that scenario, more production could have quickly spilled into the market. “The deal will take away the tail risk in markets, particularly the oil equities, that UAE splits from OPEC/Saudi and we have a market share war,” wrote Paul Sankey of Sankey Research.</p>\n<p>Under the current deal, supply will remain relatively restrained and OPEC will retain its grip. Saudi Arabia has shown it wants prices to stay high, and will take action quickly to make sure that happens, as long as OPEC can hold together.</p>\n<p>For oil producers, the current setup could still be profitable. The stocks of North American oil and gas producers had fallen 12% this month before Monday. Though they are up 50% for the year, they have still trailed the commodity itself by 25% since the start of 2020, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Devin McDermott notes. He believes there is “room for a further catch-up trade” as valuations remain at a 65% discount to the broader market, versus a historical average of 30%. For a decade, producers had drilled unprofitably, pursuing a corporate strategy to increase production even if it hurt profits. That has changed this year. In the first quarter, the group produced its highest free cash flow in more than a decade.</p>\n<p>OPEC’s decision to continue holding production back in the months ahead is a sign that Saudi Arabia is willing to give up some market share to U.S. producers in exchange for higher prices, wrote Bank of America analyst Chase Mulvehill. That’s a “net positive for U.S. shale,” Mulvehill wrote, recommending that investors buy Halliburton to cash in on the dynamics. Halliburton is the top oil service firm in U.S. shale fields, and would benefit from more drilling and better prices. Mulvehill also upgradedNOV(NOV), an oil equipment provider, to Buy.</p>\n<p>McDermott of Morgan Stanley also picked several stocks to play current trends. He likesAPA(APA),Occidental Petroleum(OXY),ConocoPhillips(COP),<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>(FANG), and Ovintiv . Credit Suisse also upgraded Ovintiv to Outperform on Monday.</p>\n<p>Among the biggest names, McDermott likesChevron(CVX) in the near-term because the company could reinstate its buyback when it reports second-quarter earnings. In the longer-term, he likesExxon Mobil(XOM), citing its “outsize rate of change on cash flow versus peers.”</p>\n<p>The question now is whether U.S. companies can benefit from higher prices without making the same mistakes they’ve made before — namely, expanding into areas that aren’t as profitable in order to make a quick buck. Big oil companies will start issuing their earnings reports next week, and holding conference calls. Citigroup analyst Scott Gruber says that he will be looking for a change in tone from the major oil producers, as well as key shale producers likeEOG Resources(EOG).</p>\n<p>“If the majors target a similar pace of growth at about 5%, then we believe little would change,” he wrote. “However, Exxon and Chevron have longer term growth targets in the mid teens for the Permian which should be monitored as a shift in this direction could impact public E&amp;P strategy.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Even as Oil Plunges, Analysts Get More Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEven as Oil Plunges, Analysts Get More Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/oil-prices-plunges-analysts-bullish-51626715267?siteid=yhoof2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more quickly following an OPEC deal to restore production.\nDespite the drop, the current setup looks as if ...</p>\n\n<a href=\"https://www.barrons.com/articles/oil-prices-plunges-analysts-bullish-51626715267?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"08100":"名科国际","APA":"阿帕契","OXY":"西方石油","COP":"康菲石油","HAL":"哈里伯顿","OVV":"Ovintiv Inc.","FANG":"Diamondback Energy"},"source_url":"https://www.barrons.com/articles/oil-prices-plunges-analysts-bullish-51626715267?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124508742","content_text":"Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more quickly following an OPEC deal to restore production.\nDespite the drop, the current setup looks as if it could help U.S. shale producers as long as they don’t make the same mistakes they did in the past. In fact, in the past few days analysts have gotten more bullish on names like oil service company Halliburton(HAL) and producerOvintiv(OVV) even amid weakness in oil stocks.\nBrent crude futures, the international benchmark, fell 6.1%, to $69.11 a barrel, the steepest drop since March. If they close at these levels, it would be the first time Brent has traded below $70 since May. West Texas Intermediate crude futures, the U.S. benchmark, fell 6.4%, to $67.24 a barrel, also on pace for their worst decline since March.\nOil has been rising all year as the vaccine rollout has slowed the spread of Covid-19 in much of the world and demand has rebounded. But the rise of the Delta variant is now worrying investors and causing stocks around the world to slide. If countries are forced to slow their reopenings and block international travel, oil demand is likely to drop.\nAs the demand picture worsens, supply looks ready to pick up — potentially leading to an imbalance that hurts prices. On Sunday, the Organization of the Petroleum Exporting Countries and its allies agreed to gradually restore the 5.8 million barrels per day in production that countries had been holding off the market. They will restore production by about 400,000 barrels a day every month until it is fully restored next year.\n“The commodity rally isn’t over just yet, but it will probably take a big break here,” predicts Oanda analyst Edward Moya. “WTI crude’s fundamentals still support another massive move higher, it will just take another month or so to shake off the growing risk aversion theme.”\nThe market’s bearish reaction to the OPEC deal may be overblown, because the alternative would almost certainly have been worse. The deal had been delayed because Saudi Arabia and the United Arab Emirates had disagreed about production quotas.\nThe larger risk to the market had been that the two countries would split and that OPEC would be unable to hold together. In that scenario, more production could have quickly spilled into the market. “The deal will take away the tail risk in markets, particularly the oil equities, that UAE splits from OPEC/Saudi and we have a market share war,” wrote Paul Sankey of Sankey Research.\nUnder the current deal, supply will remain relatively restrained and OPEC will retain its grip. Saudi Arabia has shown it wants prices to stay high, and will take action quickly to make sure that happens, as long as OPEC can hold together.\nFor oil producers, the current setup could still be profitable. The stocks of North American oil and gas producers had fallen 12% this month before Monday. Though they are up 50% for the year, they have still trailed the commodity itself by 25% since the start of 2020, Morgan Stanley analyst Devin McDermott notes. He believes there is “room for a further catch-up trade” as valuations remain at a 65% discount to the broader market, versus a historical average of 30%. For a decade, producers had drilled unprofitably, pursuing a corporate strategy to increase production even if it hurt profits. That has changed this year. In the first quarter, the group produced its highest free cash flow in more than a decade.\nOPEC’s decision to continue holding production back in the months ahead is a sign that Saudi Arabia is willing to give up some market share to U.S. producers in exchange for higher prices, wrote Bank of America analyst Chase Mulvehill. That’s a “net positive for U.S. shale,” Mulvehill wrote, recommending that investors buy Halliburton to cash in on the dynamics. Halliburton is the top oil service firm in U.S. shale fields, and would benefit from more drilling and better prices. Mulvehill also upgradedNOV(NOV), an oil equipment provider, to Buy.\nMcDermott of Morgan Stanley also picked several stocks to play current trends. He likesAPA(APA),Occidental Petroleum(OXY),ConocoPhillips(COP),Diamondback Energy(FANG), and Ovintiv . Credit Suisse also upgraded Ovintiv to Outperform on Monday.\nAmong the biggest names, McDermott likesChevron(CVX) in the near-term because the company could reinstate its buyback when it reports second-quarter earnings. In the longer-term, he likesExxon Mobil(XOM), citing its “outsize rate of change on cash flow versus peers.”\nThe question now is whether U.S. companies can benefit from higher prices without making the same mistakes they’ve made before — namely, expanding into areas that aren’t as profitable in order to make a quick buck. Big oil companies will start issuing their earnings reports next week, and holding conference calls. Citigroup analyst Scott Gruber says that he will be looking for a change in tone from the major oil producers, as well as key shale producers likeEOG Resources(EOG).\n“If the majors target a similar pace of growth at about 5%, then we believe little would change,” he wrote. “However, Exxon and Chevron have longer term growth targets in the mid teens for the Permian which should be monitored as a shift in this direction could impact public E&P strategy.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120189935,"gmtCreate":1624314953527,"gmtModify":1703833032450,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/120189935","repostId":"2145084835","repostType":4,"repost":{"id":"2145084835","kind":"highlight","pubTimestamp":1624280460,"share":"https://ttm.financial/m/news/2145084835?lang=&edition=fundamental","pubTime":"2021-06-21 21:01","market":"us","language":"en","title":"5 Ultra-Popular Stocks Wall Street Views as Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2145084835","media":"Motley Fool","summary":"If analysts are correct, these high-flying stocks will fizzle out over the next year.","content":"<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark <b>S&amp;P 500</b> since 1980, including dividends, is north of 11%.</p>\n<p>Not surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to <b>FactSet</b>, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.</p>\n<p>Based on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.</p>\n<p><img src=\"https://static.tigerbbs.com/b04ade705354c4825038c4dfcd0187d9\" tg-width=\"700\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Palantir Technologies: Implied downside of 12%</h3>\n<p>Since its direct listing in late September 2020, data-mining company <b>Palantir Technologies</b> (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's <a href=\"https://laohu8.com/S/AONE\">one</a>-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.</p>\n<p>The likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.</p>\n<p>Another possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.</p>\n<p>Over the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.</p>\n<p><img src=\"https://static.tigerbbs.com/a38605bee8e62f3e8aa414fa24278e7e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Moderna: Implied downside of 11%</h3>\n<p>Biotech stock <b>Moderna</b> (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.</p>\n<p>Why the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.</p>\n<p>The other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.</p>\n<p>Based solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.</p>\n<p><img src=\"https://static.tigerbbs.com/07841e6a8173146a0fbfddf95a0f1ccb\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>GameStop: Implied downside of 71%</h3>\n<p>This will probably come as a shock to no one, but Reddit favorite <b>GameStop</b> (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it <i>still</i> implies up to 71% downside over the next year.</p>\n<p>The biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.</p>\n<p>Although the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.</p>\n<p>With sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.</p>\n<p><img src=\"https://static.tigerbbs.com/c7ff785aa0040a5565d474390f58b47a\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Ocugen: Implied downside of 18%</h3>\n<p>Volatile clinical-stage biotech stock <b>Ocugen</b> (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.</p>\n<p>Arguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.</p>\n<p>What's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.</p>\n<p>Though it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.</p>\n<p><img src=\"https://static.tigerbbs.com/91f6037829ea3fb0ae1cae0b95d8d11e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>NVIDIA: Implied downside of 3%</h3>\n<p>Don't adjust your computer, laptop, or smartphone screens -- that really says <b>NVIDIA</b> (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.</p>\n<p>One reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.</p>\n<p>Perhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.</p>\n<p>For what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ultra-Popular Stocks Wall Street Views as Overvalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Ultra-Popular Stocks Wall Street Views as Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","MRNA":"Moderna, Inc.","NVDA":"英伟达","OCGN":"Ocugen","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145084835","content_text":"Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark S&P 500 since 1980, including dividends, is north of 11%.\nNot surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to FactSet, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.\nBased on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.\n\nImage source: Getty Images.\nPalantir Technologies: Implied downside of 12%\nSince its direct listing in late September 2020, data-mining company Palantir Technologies (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's one-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.\nThe likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.\nAnother possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.\nOver the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.\n\nImage source: Getty Images.\nModerna: Implied downside of 11%\nBiotech stock Moderna (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's one of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.\nWhy the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.\nThe other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.\nBased solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.\n\nImage source: Getty Images.\nGameStop: Implied downside of 71%\nThis will probably come as a shock to no one, but Reddit favorite GameStop (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it still implies up to 71% downside over the next year.\nThe biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.\nAlthough the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.\nWith sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.\n\nImage source: Getty Images.\nOcugen: Implied downside of 18%\nVolatile clinical-stage biotech stock Ocugen (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.\nArguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.\nWhat's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.\nThough it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.\n\nImage source: Getty Images.\nNVIDIA: Implied downside of 3%\nDon't adjust your computer, laptop, or smartphone screens -- that really says NVIDIA (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.\nOne reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.\nPerhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.\nFor what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908656665,"gmtCreate":1659392152457,"gmtModify":1705979704638,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908656665","repostId":"1142849270","repostType":4,"repost":{"id":"1142849270","kind":"news","pubTimestamp":1659367195,"share":"https://ttm.financial/m/news/1142849270?lang=&edition=fundamental","pubTime":"2022-08-01 23:19","market":"us","language":"en","title":"Income Obsession Sweeps Across Asset Classes as Stocks Swerve","url":"https://stock-news.laohu8.com/highlight/detail?id=1142849270","media":"Bloomberg","summary":"Dividend ETFs, fixed-income in demand amid equity volatilityFed pivot optimism fuels S&P 500 to best","content":"<html><head></head><body><ul><li>Dividend ETFs, fixed-income in demand amid equity volatility</li><li>Fed pivot optimism fuels S&amp;P 500 to best month since Nov 2020</li></ul><p>Behind the scenes of the latest rebound in stocks is a growing penchant for steady income streams as risk appetite runs hot and cold this year.</p><p>In the $6.6 trillion exchange-traded fund arena, three dividend-focused ETFs rank among the top 10 in terms of equity inflows, according to data compiled by Bloomberg. The leader, the $36.5 billion Schwab US Dividend Equity ETF (ticker SCHD), has only posted five outflows this year.</p><p>In the bond market, a mix of dip-buying behavior and growth concerns has sparked a fierce rally in Treasuries after benchmark yields hit multiyear highs last month. Billions have been funneled into corporate debt, with the S&amp;P 500’s earnings yield holding the slimmest advantage to the average yield on blue-chip bonds in over a decade.</p><p>The demand for coupon-clipping and reliable payouts casts a cautious light on the biggest two-day rally on record following the Federal Reserve’s rate decision. While Fed Chair Jerome Powell on Wednesday raised the potential for smaller rate hikes in the future, skeptics warn that still-high inflation will prevent a pivot and send the economy into a recession. Against that backdrop, it makes sense to play it safe, according to AlphaTrAI’s Max Gokhman.</p><p>“The common denominator is defense,” said Gokhman, the firm’s chief investment officer. “High-quality corporate debt and buying stocks of companies with resilient balance sheets that can afford to pay a consistent dividend without worrying about excess leverage or margin pressure makes sense.”</p><p><img src=\"https://static.tigerbbs.com/e85bc40de18118437b82218c7aeb3032\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>While the S&amp;P 500 has soared 9% in July, on track for its biggest month of gains since November 2020, the index is still down 13% this year. Strong earnings have recently reassured traders, but uncertainty around a US recession and the path of the Fed’s rate hikes has kept traders on their toes.</p><p>The back-and-forth nature of stocks has made bonds more appealing to some investors. The average yield on investment-grade bonds is currently 4.35% while the S&amp;P 500 “pays out” about 4.8% in earnings. That’s close to the smallest gap since 2010.</p><p>“Really where we’re starting to see opportunity is credit markets,” Russ Koesterich, portfolio manager of BlackRock’s global allocation fund, said on Bloomberg Television. “If we’re going to be in an environment where equity is going to be choppy over the next few months, one of the things you can do in your portfolio is you can add carry. You can add income.”</p><p>Relatively high yields on investment-grade bonds means unlike much of the past decade, investors don’t even have to “dive down” in quality for worthwhile returns, according to Karissa McDonough of Community Bank Trust Services. That’s an attractive proposition with recession fears on high alert.</p><p>“In corporate bonds, especially high-quality corporates, we’re seeing over 5% yields in some of those areas, which we haven’t seen in a long time,” McDonough, a fixed-income strategist, said in a Bloomberg Television interview. “That’s real money, real income and a good opportunity as long as you’re selective.”</p><p><img src=\"https://static.tigerbbs.com/daa38c68313f0bc1c0866bde4a87bc3b\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Similarly, a volatile stock market this year has pushed investors toward ETFs that somewhat guarantee a stable income. SCHD, which has garnered nearly $8.3 billion this year, is on track to surpass 2021’s record $9.8 billion haul. And more than $6.3 billion has flowed into the $11.5 billion JPMorgan Equity Premium Income ETF (JEPI) year-to-date, while the $46.1 billion Vanguard High Dividend Yield ETF (VYM) has taken in $6 billion in 2022 -- a record.</p><p>ETF issuers have also been quick to try and capitalize on the trend. Launches and applications for income-oriented funds have multiplied this year, with strategies ranging from buying stocks of dividend-paying companies to selling call options on the S&amp;P 500.</p><p>But the hunt for income isn’t as simple as chasing the stocks with the highest payouts, according to Richard Bernstein Advisors’s Dan Suzuki, whose firm has been adding high-quality dividend stocks and long-duration bonds in recent weeks.</p><p>“High-dividend payers are like high-yield bonds -- there’s a risk priced in that the dividend gets cut,” said Suzuki, the firm’s deputy chief investment officer. But longer-dated Treasuries and higher-quality dividend stocks are “both an attractive way to get defensive in the portfolio.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Income Obsession Sweeps Across Asset Classes as Stocks Swerve</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIncome Obsession Sweeps Across Asset Classes as Stocks Swerve\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-30/income-obsession-sweeps-across-asset-classes-as-stocks-swerve?srnd=etfs><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend ETFs, fixed-income in demand amid equity volatilityFed pivot optimism fuels S&P 500 to best month since Nov 2020Behind the scenes of the latest rebound in stocks is a growing penchant for ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-30/income-obsession-sweeps-across-asset-classes-as-stocks-swerve?srnd=etfs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCHD":"Schwab US Dividend Equity ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-30/income-obsession-sweeps-across-asset-classes-as-stocks-swerve?srnd=etfs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142849270","content_text":"Dividend ETFs, fixed-income in demand amid equity volatilityFed pivot optimism fuels S&P 500 to best month since Nov 2020Behind the scenes of the latest rebound in stocks is a growing penchant for steady income streams as risk appetite runs hot and cold this year.In the $6.6 trillion exchange-traded fund arena, three dividend-focused ETFs rank among the top 10 in terms of equity inflows, according to data compiled by Bloomberg. The leader, the $36.5 billion Schwab US Dividend Equity ETF (ticker SCHD), has only posted five outflows this year.In the bond market, a mix of dip-buying behavior and growth concerns has sparked a fierce rally in Treasuries after benchmark yields hit multiyear highs last month. Billions have been funneled into corporate debt, with the S&P 500’s earnings yield holding the slimmest advantage to the average yield on blue-chip bonds in over a decade.The demand for coupon-clipping and reliable payouts casts a cautious light on the biggest two-day rally on record following the Federal Reserve’s rate decision. While Fed Chair Jerome Powell on Wednesday raised the potential for smaller rate hikes in the future, skeptics warn that still-high inflation will prevent a pivot and send the economy into a recession. Against that backdrop, it makes sense to play it safe, according to AlphaTrAI’s Max Gokhman.“The common denominator is defense,” said Gokhman, the firm’s chief investment officer. “High-quality corporate debt and buying stocks of companies with resilient balance sheets that can afford to pay a consistent dividend without worrying about excess leverage or margin pressure makes sense.”While the S&P 500 has soared 9% in July, on track for its biggest month of gains since November 2020, the index is still down 13% this year. Strong earnings have recently reassured traders, but uncertainty around a US recession and the path of the Fed’s rate hikes has kept traders on their toes.The back-and-forth nature of stocks has made bonds more appealing to some investors. The average yield on investment-grade bonds is currently 4.35% while the S&P 500 “pays out” about 4.8% in earnings. That’s close to the smallest gap since 2010.“Really where we’re starting to see opportunity is credit markets,” Russ Koesterich, portfolio manager of BlackRock’s global allocation fund, said on Bloomberg Television. “If we’re going to be in an environment where equity is going to be choppy over the next few months, one of the things you can do in your portfolio is you can add carry. You can add income.”Relatively high yields on investment-grade bonds means unlike much of the past decade, investors don’t even have to “dive down” in quality for worthwhile returns, according to Karissa McDonough of Community Bank Trust Services. That’s an attractive proposition with recession fears on high alert.“In corporate bonds, especially high-quality corporates, we’re seeing over 5% yields in some of those areas, which we haven’t seen in a long time,” McDonough, a fixed-income strategist, said in a Bloomberg Television interview. “That’s real money, real income and a good opportunity as long as you’re selective.”Similarly, a volatile stock market this year has pushed investors toward ETFs that somewhat guarantee a stable income. SCHD, which has garnered nearly $8.3 billion this year, is on track to surpass 2021’s record $9.8 billion haul. And more than $6.3 billion has flowed into the $11.5 billion JPMorgan Equity Premium Income ETF (JEPI) year-to-date, while the $46.1 billion Vanguard High Dividend Yield ETF (VYM) has taken in $6 billion in 2022 -- a record.ETF issuers have also been quick to try and capitalize on the trend. Launches and applications for income-oriented funds have multiplied this year, with strategies ranging from buying stocks of dividend-paying companies to selling call options on the S&P 500.But the hunt for income isn’t as simple as chasing the stocks with the highest payouts, according to Richard Bernstein Advisors’s Dan Suzuki, whose firm has been adding high-quality dividend stocks and long-duration bonds in recent weeks.“High-dividend payers are like high-yield bonds -- there’s a risk priced in that the dividend gets cut,” said Suzuki, the firm’s deputy chief investment officer. But longer-dated Treasuries and higher-quality dividend stocks are “both an attractive way to get defensive in the portfolio.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040971548,"gmtCreate":1655605600384,"gmtModify":1676535669692,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040971548","repostId":"1145347873","repostType":4,"repost":{"id":"1145347873","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655263188,"share":"https://ttm.financial/m/news/1145347873?lang=&edition=fundamental","pubTime":"2022-06-15 11:19","market":"us","language":"en","title":"Reminder: U.S. Market Will Be Closed on June 20 for Juneteenth","url":"https://stock-news.laohu8.com/highlight/detail?id=1145347873","media":"Tiger Newspress","summary":"Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday,","content":"<html><head></head><body><p>Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday, 20 June 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><h2><img src=\"https://static.tigerbbs.com/4989a261ddb67ec705ca36de413a2f98\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/>What is Juneteenth and why is it a holiday?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7bf04d06d6904956a7564f3d1ccafe6\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>People gather at a Juneteenth rally in 2020 in Brooklyn, N.Y.</span></p><p>Juneteenth, a portmanteau of June 19, is a holiday that honors the last enslaved Black people in Texas learning they were free.</p><p>On June 19, 1865, federal troops marched on Galveston, Texas, to take control of the state. Even though the Civil War had been over for two months, slavery remained in Texas.</p><p>Union General Gordon Granger arrived in Texas and famously read General Orders No. 3, which stated, “The people of Texas are informed that, in accordance with a proclamation from the Executive of the United States, all slaves are free.”</p><p>That day came two and a half years after President Abraham Lincoln signed the Emancipation Proclamation on Jan. 1, 1863. Not all states immediately ended slavery when Lincoln signed the order during the Civil War.</p><p>While other dates — such as the Confederate Army’s surrender in the Civil War, the ratification of the 13th Amendment abolishing slavery, or the day Lincoln signed the Emancipation Proclamation — could similarly be viewed as the “end” of slavery in the U.S., Juneteenth is the day most people associate with its conclusion.</p><p>Congress moved to establish Juneteenth as a federal holiday in June 2021, and the holiday went into effect immediately. The bill, signed into law by President Biden, designated the date as Juneteenth National Independence Day.</p><p>June 19 this year falls on a Sunday, so most federal employees will get Monday, June 20 off. Some private companies last year also made Juneteenth a paid holiday for employees.</p><p>Congress had not added a federal holiday since Martin Luther King Day in 1983.</p><p>Juneteenth celebrations may include religious services, educational events, family gatherings and festivals. Some areas of the country, including Kansas and Texas, have had parades on Juneteenth.</p><p>Despite the U.S. recognizing Juneteenth as a federal holiday last year, many Americans still didn’t know the meaning of the observance. In a 2021 Gallup survey, 28% of U.S. adults said they knew “nothing at all” about Juneteenth.</p><p>Awareness of the date’s significance also broke along party lines. The survey found that 16% of Democrats knew “nothing at all” about Juneteenth, compared with 45% of Republicans.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market Will Be Closed on June 20 for Juneteenth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. Market Will Be Closed on June 20 for Juneteenth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-15 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday, 20 June 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><h2><img src=\"https://static.tigerbbs.com/4989a261ddb67ec705ca36de413a2f98\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/>What is Juneteenth and why is it a holiday?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7bf04d06d6904956a7564f3d1ccafe6\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>People gather at a Juneteenth rally in 2020 in Brooklyn, N.Y.</span></p><p>Juneteenth, a portmanteau of June 19, is a holiday that honors the last enslaved Black people in Texas learning they were free.</p><p>On June 19, 1865, federal troops marched on Galveston, Texas, to take control of the state. Even though the Civil War had been over for two months, slavery remained in Texas.</p><p>Union General Gordon Granger arrived in Texas and famously read General Orders No. 3, which stated, “The people of Texas are informed that, in accordance with a proclamation from the Executive of the United States, all slaves are free.”</p><p>That day came two and a half years after President Abraham Lincoln signed the Emancipation Proclamation on Jan. 1, 1863. Not all states immediately ended slavery when Lincoln signed the order during the Civil War.</p><p>While other dates — such as the Confederate Army’s surrender in the Civil War, the ratification of the 13th Amendment abolishing slavery, or the day Lincoln signed the Emancipation Proclamation — could similarly be viewed as the “end” of slavery in the U.S., Juneteenth is the day most people associate with its conclusion.</p><p>Congress moved to establish Juneteenth as a federal holiday in June 2021, and the holiday went into effect immediately. The bill, signed into law by President Biden, designated the date as Juneteenth National Independence Day.</p><p>June 19 this year falls on a Sunday, so most federal employees will get Monday, June 20 off. Some private companies last year also made Juneteenth a paid holiday for employees.</p><p>Congress had not added a federal holiday since Martin Luther King Day in 1983.</p><p>Juneteenth celebrations may include religious services, educational events, family gatherings and festivals. Some areas of the country, including Kansas and Texas, have had parades on Juneteenth.</p><p>Despite the U.S. recognizing Juneteenth as a federal holiday last year, many Americans still didn’t know the meaning of the observance. In a 2021 Gallup survey, 28% of U.S. adults said they knew “nothing at all” about Juneteenth.</p><p>Awareness of the date’s significance also broke along party lines. The survey found that 16% of Democrats knew “nothing at all” about Juneteenth, compared with 45% of Republicans.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145347873","content_text":"Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday, 20 June 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.What is Juneteenth and why is it a holiday?People gather at a Juneteenth rally in 2020 in Brooklyn, N.Y.Juneteenth, a portmanteau of June 19, is a holiday that honors the last enslaved Black people in Texas learning they were free.On June 19, 1865, federal troops marched on Galveston, Texas, to take control of the state. Even though the Civil War had been over for two months, slavery remained in Texas.Union General Gordon Granger arrived in Texas and famously read General Orders No. 3, which stated, “The people of Texas are informed that, in accordance with a proclamation from the Executive of the United States, all slaves are free.”That day came two and a half years after President Abraham Lincoln signed the Emancipation Proclamation on Jan. 1, 1863. Not all states immediately ended slavery when Lincoln signed the order during the Civil War.While other dates — such as the Confederate Army’s surrender in the Civil War, the ratification of the 13th Amendment abolishing slavery, or the day Lincoln signed the Emancipation Proclamation — could similarly be viewed as the “end” of slavery in the U.S., Juneteenth is the day most people associate with its conclusion.Congress moved to establish Juneteenth as a federal holiday in June 2021, and the holiday went into effect immediately. The bill, signed into law by President Biden, designated the date as Juneteenth National Independence Day.June 19 this year falls on a Sunday, so most federal employees will get Monday, June 20 off. Some private companies last year also made Juneteenth a paid holiday for employees.Congress had not added a federal holiday since Martin Luther King Day in 1983.Juneteenth celebrations may include religious services, educational events, family gatherings and festivals. Some areas of the country, including Kansas and Texas, have had parades on Juneteenth.Despite the U.S. recognizing Juneteenth as a federal holiday last year, many Americans still didn’t know the meaning of the observance. In a 2021 Gallup survey, 28% of U.S. adults said they knew “nothing at all” about Juneteenth.Awareness of the date’s significance also broke along party lines. The survey found that 16% of Democrats knew “nothing at all” about Juneteenth, compared with 45% of Republicans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022831673,"gmtCreate":1653517068092,"gmtModify":1676535293774,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022831673","repostId":"1154073268","repostType":4,"repost":{"id":"1154073268","kind":"news","pubTimestamp":1653484007,"share":"https://ttm.financial/m/news/1154073268?lang=&edition=fundamental","pubTime":"2022-05-25 21:06","market":"us","language":"en","title":"Palantir: Panic Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1154073268","media":"seekingalpha","summary":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shor","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.</li><li>However, its prospects aren&#39;t all that bad. In fact, green shoots in its growth story are starting to show up.</li><li>The recent crash in Palantir&#39;s shares, makes it a buying opportunity.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c58fa9a9fea9040328236b6e760355\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>It&#39;s hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren&#39;t all that bad. In this article, I&#39;ll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let&#39;s take a closer look at it all.</p><p><b>The Growth Trajectory</b></p><p>Let me start by saying that the market isn&#39;t entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they&#39;re now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.</p><p>Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company&#39;s management over. But Palantir&#39;s lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company&#39;s long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.</p><p>So, I empathize with investors who&#39;re questioning Palantir&#39;s management, the company&#39;s growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.</p><p>For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:</p><blockquote>I expect Palantir&#39;s government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn&#39;t won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn&#39;t announced any major order wins that would trump this decline. This suggests that Palantir&#39;s government segment will be revenue challenged in Q1.</blockquote><p>Having said that, Palantir&#39;s commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db8ff900a490ad54ab870a3dbc14a69\" tg-width=\"841\" tg-height=\"698\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>I say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir&#39;s commercial revenue grew at just 5.2% over the said time frame. It&#39;s this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf49e8573de71e8733ff481c7b73761\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>We must understand that these new customers won&#39;t outrightly replace their existing systems in place. They&#39;d naturally want to test out Palantir&#39;s platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It&#39;s only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir&#39;s platforms bring along.</p><p>Secondly, as more and more commercial enterprises start to use Palantir&#39;s platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.</p><p>Third, unlike the government sector where there&#39;s a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn&#39;t involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.</p><p>So, overall, I consider Palantir&#39;s rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.</p><p><b>Deflating Stock Compensation</b></p><p>Next, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management&#39;s way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1be9a525cf8b91905c59b4294f66e355\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Palantir&#39;s stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that&#39;s not all. Per our database at Business Quant, Palantir&#39;s stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb60b913c4f6ac175eeb9de5efc36fe\" tg-width=\"424\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>As Palantir&#39;s shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.</p><p>So, this is another area where Palantir has shown steady improvement and it&#39;s likely to continue doing so in the foreseeable future as well.</p><p><b>Final Thoughts</b></p><p>Palantir&#39;s price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It&#39;s trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dba7ec35cbb3ccc0d08d25b05b40cb7\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Besides, green shoots are starting to appear in Palantir&#39;s growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir&#39;s shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Panic Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Panic Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514017-palantir-panic-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514017-palantir-panic-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4514017-palantir-panic-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154073268","content_text":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are starting to show up.The recent crash in Palantir's shares, makes it a buying opportunity.Michael Vi/iStock Editorial via Getty ImagesIt's hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren't all that bad. In this article, I'll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let's take a closer look at it all.The Growth TrajectoryLet me start by saying that the market isn't entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they're now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company's management over. But Palantir's lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company's long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.So, I empathize with investors who're questioning Palantir's management, the company's growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:I expect Palantir's government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn't won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn't announced any major order wins that would trump this decline. This suggests that Palantir's government segment will be revenue challenged in Q1.Having said that, Palantir's commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.BusinessQuant.comI say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir's commercial revenue grew at just 5.2% over the said time frame. It's this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.BusinessQuant.comWe must understand that these new customers won't outrightly replace their existing systems in place. They'd naturally want to test out Palantir's platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It's only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir's platforms bring along.Secondly, as more and more commercial enterprises start to use Palantir's platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.Third, unlike the government sector where there's a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn't involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.So, overall, I consider Palantir's rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.Deflating Stock CompensationNext, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management's way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.BusinessQuant.comPalantir's stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that's not all. Per our database at Business Quant, Palantir's stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.BusinessQuant.comAs Palantir's shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.So, this is another area where Palantir has shown steady improvement and it's likely to continue doing so in the foreseeable future as well.Final ThoughtsPalantir's price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It's trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.BusinessQuant.comBesides, green shoots are starting to appear in Palantir's growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir's shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017545151,"gmtCreate":1649803412676,"gmtModify":1676534577049,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017545151","repostId":"2226549016","repostType":4,"repost":{"id":"2226549016","kind":"news","pubTimestamp":1649777471,"share":"https://ttm.financial/m/news/2226549016?lang=&edition=fundamental","pubTime":"2022-04-12 23:31","market":"us","language":"en","title":"Apple Could Announce a New $80-90 Billion Stock Buyback Plan - Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=2226549016","media":"StreetInsider","summary":"Apple  could announce an incremental stock buyback of $80-90 billion this month, according to Citi a","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple </a> could announce an incremental stock buyback of $80-90 billion this month, according to Citi analyst Jim Suva.</p><p>Apple spent roughly $81 billion in the last 12 months on buying back its shares, Juva adds. Furthermore, the Cupertino-based titan could also raise its dividend by 5-10%, Citi analyst said.</p><p>As far as fundamentals are concerned, Suva sees several positive drivers for Apple‘s products and services.</p><p>“While supply chain headwinds are likely to linger, we see demand driven by mix shift away from lower priced Android phones towards more mid end and premium pricing products. We note recent media news of production cuts is nothing unusual at this point in the product cycle given Apple tends to overshoot on build estimates to ensure sufficient supply,” the Citi analyst wrote in a client note.</p><p>News concerning regulatory risks could eventually act as a “major overhang” on Apple shares, however, the analyst says this is a headline risk rather than a fundamental risk.</p><p>Still, he recognizes that Apple stock could correct lower on such headlines but these pullbacks should be seen as buying opportunities.</p><p>The analyst also reflected on the recent media report that Apple is working on subscription offerings for its hardware products.</p><p>“Many technology companies are offering more as a service offerings rather than full purchase price. We believe at some point in the future Apple may do this with its Mac, iPads, Apple Watch, and other devices. This is not that dissimilar to the iPhone leasing program, but will make these other devices more affordable as they will not require the large upfront cash outlay,” Suva added.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Announce a New $80-90 Billion Stock Buyback Plan - Citi</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Announce a New $80-90 Billion Stock Buyback Plan - Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19902793><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple  could announce an incremental stock buyback of $80-90 billion this month, according to Citi analyst Jim Suva.Apple spent roughly $81 billion in the last 12 months on buying back its shares, ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19902793\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4579":"人工智能","AAPL":"苹果","BK4550":"红杉资本持仓","BK4207":"综合性银行","BK4574":"无人驾驶","C":"花旗","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4504":"桥水持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4017":"黄金","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4570":"地缘局势概念股","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19902793","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226549016","content_text":"Apple  could announce an incremental stock buyback of $80-90 billion this month, according to Citi analyst Jim Suva.Apple spent roughly $81 billion in the last 12 months on buying back its shares, Juva adds. Furthermore, the Cupertino-based titan could also raise its dividend by 5-10%, Citi analyst said.As far as fundamentals are concerned, Suva sees several positive drivers for Apple‘s products and services.“While supply chain headwinds are likely to linger, we see demand driven by mix shift away from lower priced Android phones towards more mid end and premium pricing products. We note recent media news of production cuts is nothing unusual at this point in the product cycle given Apple tends to overshoot on build estimates to ensure sufficient supply,” the Citi analyst wrote in a client note.News concerning regulatory risks could eventually act as a “major overhang” on Apple shares, however, the analyst says this is a headline risk rather than a fundamental risk.Still, he recognizes that Apple stock could correct lower on such headlines but these pullbacks should be seen as buying opportunities.The analyst also reflected on the recent media report that Apple is working on subscription offerings for its hardware products.“Many technology companies are offering more as a service offerings rather than full purchase price. We believe at some point in the future Apple may do this with its Mac, iPads, Apple Watch, and other devices. This is not that dissimilar to the iPhone leasing program, but will make these other devices more affordable as they will not require the large upfront cash outlay,” Suva added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007548917,"gmtCreate":1642977086515,"gmtModify":1676533760217,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007548917","repostId":"2205248240","repostType":4,"repost":{"id":"2205248240","kind":"highlight","pubTimestamp":1642898373,"share":"https://ttm.financial/m/news/2205248240?lang=&edition=fundamental","pubTime":"2022-01-23 08:39","market":"us","language":"en","title":"Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2205248240","media":"Motley Fool","summary":"Regulators have granted SoFi conditional approval on its application to become a bank.","content":"<html><head></head><body><p>After a difficult few months for the stock, <b>SoFi</b> (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company&#39;s application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of <b>Golden Pacific Bancorp</b> and become a bank holding company.</p><p>SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi&#39;s stock shot up.</p><p>Here&#39;s why SoFi&#39;s long-awaited bank charter will improve the company&#39;s operations.</p><p><img src=\"https://static.tigerbbs.com/b043430dd6fd8a492604fcb1cb4193d3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Streamlining operations</h2><p>Despite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can&#39;t hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can&#39;t use deposits to fund loan originations, they have to use higher-cost funding.</p><p>One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company&#39;s current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.</p><p>With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi&#39;s cost of funding loan originations, or it can maintain both sources if it needs them to grow.</p><p>Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn&#39;t go into default.</p><p>With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.</p><p>In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.</p><p><img src=\"https://static.tigerbbs.com/5ca5ac4bdc2ba7427f2b507f42aeb914\" tg-width=\"700\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SoFi January 2021 investor presentation.</p><h2>Hitting a key milestone</h2><p>While the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4166":"消费信贷","BK4535":"淡马锡持仓","BK4549":"软银资本持仓","SOFI":"SoFi Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205248240","content_text":"After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of Golden Pacific Bancorp and become a bank holding company.SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi's stock shot up.Here's why SoFi's long-awaited bank charter will improve the company's operations.Image source: Getty Images.Streamlining operationsDespite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can't hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can't use deposits to fund loan originations, they have to use higher-cost funding.One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company's current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi's cost of funding loan originations, or it can maintain both sources if it needs them to grow.Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn't go into default.With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.SoFi January 2021 investor presentation.Hitting a key milestoneWhile the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007219890,"gmtCreate":1642904075966,"gmtModify":1676533756226,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007219890","repostId":"2205248240","repostType":4,"repost":{"id":"2205248240","kind":"highlight","pubTimestamp":1642898373,"share":"https://ttm.financial/m/news/2205248240?lang=&edition=fundamental","pubTime":"2022-01-23 08:39","market":"us","language":"en","title":"Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2205248240","media":"Motley Fool","summary":"Regulators have granted SoFi conditional approval on its application to become a bank.","content":"<html><head></head><body><p>After a difficult few months for the stock, <b>SoFi</b> (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company&#39;s application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of <b>Golden Pacific Bancorp</b> and become a bank holding company.</p><p>SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi&#39;s stock shot up.</p><p>Here&#39;s why SoFi&#39;s long-awaited bank charter will improve the company&#39;s operations.</p><p><img src=\"https://static.tigerbbs.com/b043430dd6fd8a492604fcb1cb4193d3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Streamlining operations</h2><p>Despite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can&#39;t hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can&#39;t use deposits to fund loan originations, they have to use higher-cost funding.</p><p>One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company&#39;s current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.</p><p>With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi&#39;s cost of funding loan originations, or it can maintain both sources if it needs them to grow.</p><p>Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn&#39;t go into default.</p><p>With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.</p><p>In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.</p><p><img src=\"https://static.tigerbbs.com/5ca5ac4bdc2ba7427f2b507f42aeb914\" tg-width=\"700\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SoFi January 2021 investor presentation.</p><h2>Hitting a key milestone</h2><p>While the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4166":"消费信贷","BK4535":"淡马锡持仓","BK4549":"软银资本持仓","SOFI":"SoFi Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205248240","content_text":"After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of Golden Pacific Bancorp and become a bank holding company.SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi's stock shot up.Here's why SoFi's long-awaited bank charter will improve the company's operations.Image source: Getty Images.Streamlining operationsDespite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can't hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can't use deposits to fund loan originations, they have to use higher-cost funding.One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company's current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi's cost of funding loan originations, or it can maintain both sources if it needs them to grow.Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn't go into default.With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.SoFi January 2021 investor presentation.Hitting a key milestoneWhile the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006761242,"gmtCreate":1641854604204,"gmtModify":1676533653496,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006761242","repostId":"1199490797","repostType":4,"repost":{"id":"1199490797","kind":"news","pubTimestamp":1641828722,"share":"https://ttm.financial/m/news/1199490797?lang=&edition=fundamental","pubTime":"2022-01-10 23:32","market":"us","language":"en","title":"Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490797","media":"Barrons","summary":"Who needs parody cryptocurrency when car stocks are this exciting?","content":"<html><head></head><body><p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p></body></html>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199490797","content_text":"Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001006988,"gmtCreate":1641095318880,"gmtModify":1676533571949,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001006988","repostId":"2200441314","repostType":4,"repost":{"id":"2200441314","kind":"highlight","pubTimestamp":1641085740,"share":"https://ttm.financial/m/news/2200441314?lang=&edition=fundamental","pubTime":"2022-01-02 09:09","market":"us","language":"en","title":"2 No-Brainer Stocks Down 27% to 35% to Buy for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2200441314","media":"Motley Fool","summary":"These hot tech stocks might be a steal at these prices.","content":"<html><head></head><body><p>While the stock market at large is hitting all-time highs, many technology stocks have been getting hammered in 2021. Despite this broad drop in tech companies, many businesses are seeing strong success operationally. The share prices are sinking, but these companies continue to grow their top-line and establish their leadership roles in their respective industries.</p><p>Both <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b> (NYSE:PATH) and <b>Twilio</b> (NYSE:TWLO) are in this boat. Shares of both tech stocks have fallen 35% and nearly 30%, respectively, despite strong growth across their businesses. With large markets ahead of them, I think today&#39;s prices could be optimal buying opportunities to get these innovative stocks at a bargain.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ba4359608f283fe2078db19e0b044a2\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. UiPath: Bringing AI to the enterprise</h2><p>We have all been doing something so tedious and repetitive at work that we wish we could simply have it magically completed. It is, after all, a huge waste of our time because we would rather work on more thought-intensive, engaging work. With artificial intelligence-powered virtual bots, UiPath is turning our wishes into commands.</p><p>The company offers automation software that can emulate a human by understanding what is on a screen, extracting data, and making critical decisions. However, this software can do it much faster than humans, making 58% fewer mistakes. UiPath uses robotic process automation (RPA) in tandem with humans to make businesses more efficient. With UiPath, real workers are not fired or eliminated but rather freed to work on more critical tasks. UiPath has saved some of its customers millions of hours and dollars, which is why over 9,600 customers use UiPath and are currently spending 44% more than they did <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago.</p><p>The stock has not fallen because of bad operational performance. The company has brought in $602.5 million in revenue so far this year, 50% higher than the year-ago period. Shares have taken a downturn because of the major uptick in the company&#39;s net loss. In the third quarter, the company lost almost $123 million -- more than the total net loss for the first nine months of 2020. This has been because UiPath has rapidly ramped up its spending on advertising, along with research and development.</p><p>This is not without good reason, however. The company projects that its addressable market will nearly double to $30 billion by 2024. UiPath is already the industry leader in RPA, according to <b>Gartner</b>&#39;s Magic Quadrant, but the company is ramping up spending to make sure its competitors like Automation Anywhere do not overtake them. With the RPA market growing so rapidly over the next few years, UiPath is spending now -- rather successfully -- to obtain brand recognition as the industry begins to explode.</p><p>Here&#39;s the bottom line: UiPath is the leader in a futuristic industry that is expected to grow rapidly over the next few years. With so much investment going toward capturing this growth, along with a dominant product that has caught the eyes of NASA and <b>Alphabet</b>, I think that today&#39;s share prices are a gift to long-term investors.</p><h2>2. Twilio: Falling victim to the tech sell-off</h2><p>With over 250,000 businesses using Twilio, most of us have used its technology without even recognizing it. Anyone who has ever communicated with a food delivery driver or <b>Lyft</b> driver has used Twilio&#39;s services unknowingly. The company is helping other enterprises communicate within apps, allowing consumers and businesses to connect easier. These services seem to have grown even more important for Twilio&#39;s users as they are now spending 31% more today than they did one year ago with the company.</p><p>Twilio posted year-over-year revenue growth of 65% in Q3, but some of that came from its acquisitions. Although the company has consistently been able to post impressive organic growth -- something most growth-by-acquisition companies lack. In Q3, the company&#39;s revenue improved 38% year over year organically, and it has been able to organically boost its top line by 34% or more year over year for the past nine quarters.</p><p>Shares have largely been sent downward in 2021, and Twilio&#39;s major net losses haven&#39;t been helping. The company lost $224 million in Q3, with almost $170 million of that being stock-based compensation. While this might be worrisome today, it is overshadowed by the impressive top-line growth that the company is seeing, both organically and inorganically, in this lucrative market. At 17 times sales, this stock is trading at levels not seen since mid-2020, leaving an opportunistic window for investors.</p><p>The use of in-app communication will only become more prevalent as the world continues to adopt these habits, and Twilio has been and will likely continue benefiting from it. Twilio&#39;s future is bright, which is why I think investors should consider taking advantage of these low stock prices today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 No-Brainer Stocks Down 27% to 35% to Buy for 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 No-Brainer Stocks Down 27% to 35% to Buy for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/01/2-no-brainer-stocks-down-27-to-35-to-buy-for-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the stock market at large is hitting all-time highs, many technology stocks have been getting hammered in 2021. Despite this broad drop in tech companies, many businesses are seeing strong ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/2-no-brainer-stocks-down-27-to-35-to-buy-for-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","PATH":"UiPath","BK4548":"巴美列捷福持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4116":"互联网服务与基础架构","BK4539":"次新股","BK4528":"SaaS概念","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2022/01/01/2-no-brainer-stocks-down-27-to-35-to-buy-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200441314","content_text":"While the stock market at large is hitting all-time highs, many technology stocks have been getting hammered in 2021. Despite this broad drop in tech companies, many businesses are seeing strong success operationally. The share prices are sinking, but these companies continue to grow their top-line and establish their leadership roles in their respective industries.Both UiPath (NYSE:PATH) and Twilio (NYSE:TWLO) are in this boat. Shares of both tech stocks have fallen 35% and nearly 30%, respectively, despite strong growth across their businesses. With large markets ahead of them, I think today's prices could be optimal buying opportunities to get these innovative stocks at a bargain.Image source: Getty Images.1. UiPath: Bringing AI to the enterpriseWe have all been doing something so tedious and repetitive at work that we wish we could simply have it magically completed. It is, after all, a huge waste of our time because we would rather work on more thought-intensive, engaging work. With artificial intelligence-powered virtual bots, UiPath is turning our wishes into commands.The company offers automation software that can emulate a human by understanding what is on a screen, extracting data, and making critical decisions. However, this software can do it much faster than humans, making 58% fewer mistakes. UiPath uses robotic process automation (RPA) in tandem with humans to make businesses more efficient. With UiPath, real workers are not fired or eliminated but rather freed to work on more critical tasks. UiPath has saved some of its customers millions of hours and dollars, which is why over 9,600 customers use UiPath and are currently spending 44% more than they did one year ago.The stock has not fallen because of bad operational performance. The company has brought in $602.5 million in revenue so far this year, 50% higher than the year-ago period. Shares have taken a downturn because of the major uptick in the company's net loss. In the third quarter, the company lost almost $123 million -- more than the total net loss for the first nine months of 2020. This has been because UiPath has rapidly ramped up its spending on advertising, along with research and development.This is not without good reason, however. The company projects that its addressable market will nearly double to $30 billion by 2024. UiPath is already the industry leader in RPA, according to Gartner's Magic Quadrant, but the company is ramping up spending to make sure its competitors like Automation Anywhere do not overtake them. With the RPA market growing so rapidly over the next few years, UiPath is spending now -- rather successfully -- to obtain brand recognition as the industry begins to explode.Here's the bottom line: UiPath is the leader in a futuristic industry that is expected to grow rapidly over the next few years. With so much investment going toward capturing this growth, along with a dominant product that has caught the eyes of NASA and Alphabet, I think that today's share prices are a gift to long-term investors.2. Twilio: Falling victim to the tech sell-offWith over 250,000 businesses using Twilio, most of us have used its technology without even recognizing it. Anyone who has ever communicated with a food delivery driver or Lyft driver has used Twilio's services unknowingly. The company is helping other enterprises communicate within apps, allowing consumers and businesses to connect easier. These services seem to have grown even more important for Twilio's users as they are now spending 31% more today than they did one year ago with the company.Twilio posted year-over-year revenue growth of 65% in Q3, but some of that came from its acquisitions. Although the company has consistently been able to post impressive organic growth -- something most growth-by-acquisition companies lack. In Q3, the company's revenue improved 38% year over year organically, and it has been able to organically boost its top line by 34% or more year over year for the past nine quarters.Shares have largely been sent downward in 2021, and Twilio's major net losses haven't been helping. The company lost $224 million in Q3, with almost $170 million of that being stock-based compensation. While this might be worrisome today, it is overshadowed by the impressive top-line growth that the company is seeing, both organically and inorganically, in this lucrative market. At 17 times sales, this stock is trading at levels not seen since mid-2020, leaving an opportunistic window for investors.The use of in-app communication will only become more prevalent as the world continues to adopt these habits, and Twilio has been and will likely continue benefiting from it. Twilio's future is bright, which is why I think investors should consider taking advantage of these low stock prices today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817500161,"gmtCreate":1630972828353,"gmtModify":1676530429643,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817500161","repostId":"1118832287","repostType":4,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905245430,"gmtCreate":1659913965622,"gmtModify":1703767495995,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905245430","repostId":"2257743302","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909030520,"gmtCreate":1658790734060,"gmtModify":1676536206277,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909030520","repostId":"1108375477","repostType":4,"repost":{"id":"1108375477","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658789741,"share":"https://ttm.financial/m/news/1108375477?lang=&edition=fundamental","pubTime":"2022-07-26 06:55","market":"us","language":"en","title":"S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108375477","media":"Reuters","summary":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meetin","content":"<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-26 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","WMT":"沃尔玛",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NEM":"纽曼矿业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108375477","content_text":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meeting from TuesdayMiner Newmont falls after raising annual cost forecastIndexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.\"Right now we're just in a holding pattern waiting for all those developments to play out,\" said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.\"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,\" said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.Recent housing data has suggested the sector may be a harbinger of a cooling economy.Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035497147,"gmtCreate":1647651771686,"gmtModify":1676534255268,"author":{"id":"3579903139528819","authorId":"3579903139528819","name":"eddnesb","avatar":"https://static.tigerbbs.com/7cb1a44cae788badb83f540b30835814","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579903139528819","authorIdStr":"3579903139528819"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035497147","repostId":"2220484770","repostType":4,"repost":{"id":"2220484770","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647644857,"share":"https://ttm.financial/m/news/2220484770?lang=&edition=fundamental","pubTime":"2022-03-19 07:07","market":"us","language":"en","title":"Wall St Closes Higher after Biden-XI Talks End, Oil Steadies","url":"https://stock-news.laohu8.com/highlight/detail?id=2220484770","media":"Reuters","summary":"No. But is it happier that it's around $100 than going up $20 every day?Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industr","content":"<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Closes Higher after Biden-XI Talks End, Oil Steadies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Closes Higher after Biden-XI Talks End, Oil Steadies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-19 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","BK4551":"寇图资本持仓","BA":"波音","DDM":"道指两倍做多ETF","BK4550":"红杉资本持仓","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","BK4581":"高盛持仓","BK4504":"桥水持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","BK4548":"巴美列捷福持仓","QLD":"纳指两倍做多ETF","DAL":"达美航空","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4516":"特朗普概念","BK4564":"太空概念","SSO":"两倍做多标普500ETF","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","FDX":"联邦快递","BK4008":"航空公司","SPXU":"三倍做空标普500ETF","BK4534":"瑞士信贷持仓","SQQQ":"纳指三倍做空ETF","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","MRNA":"Moderna, Inc.","BK4559":"巴菲特持仓","BK4568":"美国抗疫概念","BK4500":"航空公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220484770","content_text":"* FedEx falls on lower-than-expected quarterly earnings* Moderna up on seeking FDA authorization for second booster* Indexes rise: Dow 0.8%, S&P 500 1.17%, Nasdaq 2.05%March 18 (Reuters) - Wall Street's three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve's Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.\"The read out from the meeting was as expected,\" said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.\"Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.\"Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.\"Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,\" he said.In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren't too far above $100 on Friday after recently surpassing $130.\"At least for this week oil has found a level. That's someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,\" said Sosnick. \"Does the market like oil around $100? No. But is it happier that it's around $100 than going up $20 every day? Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.Wall Street's three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.Ten of the 11 major S&P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.The only declining sector was utilities which ended the session down 0.9%.Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.The S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}